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 | $9,471 | $96,635-90.2% | $86,612-89.1% | $139,434-93.2% |
| Participation rate | 55.6% | 74.4%-18.8pp | 71.7%-16.1pp | 80.3%-24.8pp |
| Annual return | 32.69% | 106.41%-73.7pp | 591.07%-558.4pp | 372.94%-340.3pp |
| Employer contribution / active EE | $1,841 | $3,263-43.6% | $3,022-39.1% | $4,751-61.2% |
| Participant deferral / active EE | $2,275 | $4,836-52.9% | $4,438-48.7% | $6,710-66.1% |
| Admin fee / account holder | $51 | $6,408-99.2% | $5,614-99.1% | $11,403-99.6% |