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 8-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 | $13,808 | $57,281-75.9% | $86,612-84.1% | $75,163-81.6% |
| Participation rate | 28.0% | 63.2%-35.2pp | 71.7%-43.7pp | 67.2%-39.2pp |
| Annual return | 18.11% | 2670.75%-2652.6pp | 591.07%-573.0pp | 160.62%-142.5pp |
| Employer contribution / active EE | $289 | $2,314-87.5% | $3,022-90.4% | $2,670-89.2% |
| Participant deferral / active EE | $1,140 | $3,318-65.6% | $4,438-74.3% | $4,125-72.4% |
| Admin fee / account holder | $46 | $4,112-98.9% | $5,614-99.2% | $5,651-99.2% |