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 3-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 | $37,705 | $86,922-56.6% | $102,438-63.2% | $80,874-53.4% |
| Participation rate | 25.0% | 72.4%-47.4pp | 76.5%-51.5pp | 67.6%-42.6pp |
| Annual return | 51.40% | 18.90%+32.5pp | 29.37%+22.0pp | 35.62%+15.8pp |
| Employer contribution / active EE | $987 | $2,369-58.4% | $3,024-67.4% | $2,756-64.2% |
| Participant deferral / active EE | $2,326 | $4,119-43.5% | $5,054-54.0% | $4,297-45.9% |
| Admin fee / account holder | $16 | $8,050-99.8% | $9,448-99.8% | $6,935-99.8% |