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 | $20,786 | $57,541-63.9% | $95,745-78.3% | $75,163-72.3% |
| Participation rate | 32.3% | 62.5%-30.3pp | 72.3%-40.0pp | 67.2%-34.9pp |
| Annual return | 47.69% | 34.93%+12.8pp | 28.35%+19.3pp | 160.62%-112.9pp |
| Employer contribution / active EE | $723 | $1,808-60.0% | $2,835-74.5% | $2,670-72.9% |
| Participant deferral / active EE | $2,545 | $3,074-17.2% | $4,245-40.0% | $4,125-38.3% |
| Admin fee / account holder | $258 | $4,099-93.7% | $5,678-95.5% | $5,651-95.4% |