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 | $10,902 | $29,660-63.2% | $56,411-80.7% | $80,856-86.5% |
| Participation rate | 44.4% | 41.6%+2.8pp | 52.5%-8.0pp | 67.6%-23.2pp |
| Annual return | 16.09% | 35.23%-19.1pp | 1701.33%-1685.2pp | 35.59%-19.5pp |
| Employer contribution / active EE | $620 | $669-7.3% | $1,039-40.3% | $2,755-77.5% |
| Participant deferral / active EE | $1,240 | $1,226+1.2% | $1,952-36.4% | $4,296-71.1% |
| Admin fee / account holder | $40 | $2,428-98.4% | $2,829-98.6% | $6,918-99.4% |