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 5-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 | $8,005 | $70,606-88.7% | $53,898-85.1% | $142,382-94.4% |
| Participation rate | 64.3% | 63.7%+0.6pp | 55.0%+9.3pp | 80.1%-15.8pp |
| Annual return | 18.90% | 619.81%-600.9pp | 528.60%-509.7pp | 217.08%-198.2pp |
| Employer contribution / active EE | $702 | $1,202-41.6% | $932-24.7% | $4,299-83.7% |
| Participant deferral / active EE | $1,388 | $2,364-41.3% | $1,826-24.0% | $6,507-78.7% |
| Admin fee / account holder | $244 | $2,852-91.4% | $2,491-90.2% | $12,624-98.1% |