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 | $17,027 | $96,635-82.4% | $86,612-80.3% | $139,434-87.8% |
| Participation rate | 28.6% | 74.4%-45.8pp | 71.7%-43.1pp | 80.3%-51.7pp |
| Annual return | 86.04% | 106.41%-20.4pp | 591.07%-505.0pp | 372.94%-286.9pp |
| Employer contribution / active EE | $1,051 | $3,263-67.8% | $3,022-65.2% | $4,751-77.9% |
| Participant deferral / active EE | $2,997 | $4,836-38.0% | $4,438-32.5% | $6,710-55.3% |
| Admin fee / account holder | $136 | $6,408-97.9% | $5,614-97.6% | $11,403-98.8% |