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 | $28,697 | $175,202-83.6% | $149,673-80.8% | $139,434-79.4% |
| Participation rate | 42.9% | 83.4%-40.5pp | 78.8%-35.9pp | 80.3%-37.5pp |
| Annual return | 86.16% | 166.71%-80.6pp | 134.42%-48.3pp | 372.94%-286.8pp |
| Employer contribution / active EE | $1,940 | $5,474-64.6% | $4,818-59.7% | $4,751-59.2% |
| Participant deferral / active EE | $9,317 | $6,519+42.9% | $5,680+64.0% | $6,710+38.8% |
| Admin fee / account holder | $204 | $16,150-98.7% | $13,210-98.5% | $11,403-98.2% |