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 3-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 | $28,184 | $96,635-70.8% | $86,612-67.5% | $139,434-79.8% |
| Participation rate | 45.0% | 74.4%-29.4pp | 71.7%-26.7pp | 80.3%-35.3pp |
| Annual return | 0.00% | 106.41%-106.4pp | 591.07%-591.1pp | 372.94%-372.9pp |
| Employer contribution / active EE | $715 | $3,263-78.1% | $3,022-76.4% | $4,751-85.0% |
| Participant deferral / active EE | $1,894 | $4,836-60.8% | $4,438-57.3% | $6,710-71.8% |
| Admin fee / account holder | $99 | $6,408-98.5% | $5,614-98.2% | $11,403-99.1% |