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 8-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 | $13,625 | $96,635-85.9% | $86,612-84.3% | $139,434-90.2% |
| Participation rate | 50.0% | 74.4%-24.4pp | 71.7%-21.7pp | 80.3%-30.3pp |
| Annual return | 23.17% | 106.41%-83.2pp | 591.07%-567.9pp | 372.94%-349.8pp |
| Employer contribution / active EE | $938 | $3,263-71.3% | $3,022-69.0% | $4,751-80.3% |
| Participant deferral / active EE | $3,042 | $4,836-37.1% | $4,438-31.4% | $6,710-54.7% |
| Admin fee / account holder | $27 | $6,408-99.6% | $5,614-99.5% | $11,403-99.8% |