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 | $11,395 | $109,982-89.6% | $97,226-88.3% | $145,922-92.2% |
| Participation rate | 52.9% | 75.9%-23.0pp | 72.7%-19.7pp | 80.3%-27.3pp |
| Annual return | 12.80% | 242.90%-230.1pp | 75.13%-62.3pp | 561.29%-548.5pp |
| Employer contribution / active EE | $444 | $3,084-85.6% | $2,729-83.7% | $4,660-90.5% |
| Participant deferral / active EE | $2,595 | $4,676-44.5% | $4,264-39.1% | $6,688-61.2% |
| Admin fee / account holder | $216 | $6,221-96.5% | $5,654-96.2% | $13,397-98.4% |