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 5-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 | $20,631 | $138,044-85.1% | $125,339-83.5% | $134,475-84.7% |
| Participation rate | 46.2% | 84.5%-38.3pp | 82.4%-36.2pp | 81.2%-35.1pp |
| Annual return | 4.10% | 750.33%-746.2pp | 572.05%-567.9pp | 417.96%-413.9pp |
| Employer contribution / active EE | $2,877 | $5,243-45.1% | $4,814-40.2% | $4,740-39.3% |
| Participant deferral / active EE | $5,136 | $7,799-34.1% | $7,446-31.0% | $6,400-19.7% |
| Admin fee / account holder | $54 | $11,571-99.5% | $10,010-99.5% | $11,426-99.5% |