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 | $17,066 | $99,918-82.9% | $81,382-79.0% | $145,922-88.3% |
| Participation rate | 40.0% | 74.2%-34.2pp | 69.5%-29.5pp | 80.3%-40.3pp |
| Annual return | 12.66% | 34.32%-21.7pp | 24.73%-12.1pp | 561.29%-548.6pp |
| Employer contribution / active EE | $571 | $2,978-80.8% | $2,463-76.8% | $4,660-87.7% |
| Participant deferral / active EE | $1,316 | $4,605-71.4% | $3,883-66.1% | $6,688-80.3% |
| Admin fee / account holder | $0 | $8,212-100.0% | $5,768-100.0% | $13,397-100.0% |