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 | $19,767 | $132,634-85.1% | $115,768-82.9% | $137,256-85.6% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.4%-7.7pp | 80.0%-13.3pp |
| Annual return | 25.90% | 160.70%-134.8pp | 100.46%-74.6pp | 220.34%-194.4pp |
| Employer contribution / active EE | $1,100 | $3,360-67.3% | $2,940-62.6% | $4,156-73.5% |
| Participant deferral / active EE | $2,353 | $5,619-58.1% | $4,917-52.1% | $6,407-63.3% |
| Admin fee / account holder | $38 | $15,028-99.7% | $12,439-99.7% | $12,270-99.7% |