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 | $33,152 | $81,625-59.4% | $58,482-43.3% | $139,434-76.2% |
| Participation rate | 13.6% | 61.3%-47.7pp | 50.9%-37.2pp | 80.3%-66.7pp |
| Annual return | 75.12% | 7404.20%-7329.1pp | 4239.32%-4164.2pp | 372.94%-297.8pp |
| Employer contribution / active EE | $747 | $1,398-46.6% | $1,053-29.1% | $4,751-84.3% |
| Participant deferral / active EE | $2,747 | $2,557+7.4% | $1,924+42.8% | $6,710-59.1% |
| Admin fee / account holder | $76 | $3,265-97.7% | $2,516-97.0% | $11,403-99.3% |