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 | $18,113 | $111,724-83.8% | $93,606-80.6% | $145,922-87.6% |
| Participation rate | 45.5% | 74.2%-28.8pp | 68.7%-23.3pp | 80.3%-34.8pp |
| Annual return | 31.22% | 202.98%-171.8pp | 133.20%-102.0pp | 561.29%-530.1pp |
| Employer contribution / active EE | $926 | $3,090-70.0% | $2,420-61.7% | $4,660-80.1% |
| Participant deferral / active EE | $3,342 | $4,912-32.0% | $4,411-24.2% | $6,688-50.0% |
| Admin fee / account holder | $36 | $10,250-99.6% | $8,285-99.6% | $13,397-99.7% |