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 | $56,638 | $114,381-50.5% | $107,525-47.3% | $142,382-60.2% |
| Participation rate | 58.3% | 78.1%-19.8pp | 75.1%-16.7pp | 80.1%-21.8pp |
| Annual return | 24.71% | 242.71%-218.0pp | 181.32%-156.6pp | 217.08%-192.4pp |
| Employer contribution / active EE | $1,542 | $4,015-61.6% | $3,754-58.9% | $4,299-64.1% |
| Participant deferral / active EE | $4,350 | $5,564-21.8% | $5,116-15.0% | $6,507-33.2% |
| Admin fee / account holder | $20 | $9,860-99.8% | $8,919-99.8% | $12,624-99.8% |