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 | $13,152 | $70,606-81.4% | $53,898-75.6% | $142,382-90.8% |
| Participation rate | 62.5% | 63.7%-1.2pp | 55.0%+7.5pp | 80.1%-17.6pp |
| Annual return | 14.36% | 619.81%-605.5pp | 528.60%-514.2pp | 217.08%-202.7pp |
| Employer contribution / active EE | $121 | $1,202-89.9% | $932-87.0% | $4,299-97.2% |
| Participant deferral / active EE | $1,085 | $2,364-54.1% | $1,826-40.6% | $6,507-83.3% |
| Admin fee / account holder | $157 | $2,852-94.5% | $2,491-93.7% | $12,624-98.8% |