See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,363 | $150,187-79.8% | $120,354-74.8% | $145,922-79.2% |
| Participation rate | 38.5% | 78.8%-40.3pp | 71.9%-33.4pp | 80.3%-41.8pp |
| Annual return | 9.29% | 154.07%-144.8pp | 107.15%-97.9pp | 561.29%-552.0pp |
| Employer contribution / active EE | $1,575 | $4,348-63.8% | $3,463-54.5% | $4,660-66.2% |
| Participant deferral / active EE | $3,902 | $6,173-36.8% | $4,991-21.8% | $6,688-41.7% |
| Admin fee / account holder | $0 | $12,207-100.0% | $9,423-100.0% | $13,397-100.0% |