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 | $38,618 | $70,756-45.4% | $65,493-41.0% | $142,382-72.9% |
| Participation rate | 36.4% | 77.4%-41.0pp | 73.1%-36.7pp | 80.1%-43.8pp |
| Annual return | 22.43% | 1754.89%-1732.5pp | 982.45%-960.0pp | 217.08%-194.6pp |
| Employer contribution / active EE | $743 | $2,881-74.2% | $2,574-71.1% | $4,299-82.7% |
| Participant deferral / active EE | $4,053 | $4,637-12.6% | $3,961+2.3% | $6,507-37.7% |
| Admin fee / account holder | $183 | $6,559-97.2% | $5,028-96.4% | $12,624-98.6% |