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 6-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 | $40,097 | $112,096-64.2% | $95,952-58.2% | $158,922-74.8% |
| Participation rate | 33.3% | 79.0%-45.6pp | 77.1%-43.7pp | 82.0%-48.6pp |
| Annual return | 0.00% | 171.09%-171.1pp | 91.61%-91.6pp | 302.83%-302.8pp |
| Employer contribution / active EE | $898 | $3,198-71.9% | $2,541-64.7% | $4,761-81.1% |
| Participant deferral / active EE | $8,322 | $4,784+74.0% | $4,167+99.7% | $5,982+39.1% |
| Admin fee / account holder | $146 | $10,130-98.6% | $6,795-97.9% | $11,246-98.7% |