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 | $8,355 | $100,773-91.7% | $88,946-90.6% | $142,382-94.1% |
| Participation rate | 46.7% | 74.3%-27.6pp | 68.8%-22.2pp | 80.1%-33.5pp |
| Annual return | 23.02% | 70.18%-47.2pp | 57.82%-34.8pp | 217.08%-194.1pp |
| Employer contribution / active EE | $614 | $2,918-79.0% | $2,555-76.0% | $4,299-85.7% |
| Participant deferral / active EE | $1,062 | $5,230-79.7% | $4,581-76.8% | $6,507-83.7% |
| Admin fee / account holder | $23 | $9,693-99.8% | $8,261-99.7% | $12,624-99.8% |