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 | $3,677 | $27,915-86.8% | $58,482-93.7% | $75,163-95.1% |
| Participation rate | 12.8% | 38.8%-26.1pp | 50.9%-38.1pp | 67.2%-54.4pp |
| Annual return | 30.97% | 44.20%-13.2pp | 4239.32%-4208.3pp | 160.62%-129.7pp |
| Employer contribution / active EE | $247 | $669-63.1% | $1,053-76.6% | $2,670-90.8% |
| Participant deferral / active EE | $414 | $1,201-65.5% | $1,924-78.5% | $4,125-90.0% |
| Admin fee / account holder | $113 | $1,726-93.5% | $2,516-95.5% | $5,651-98.0% |