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 | $14,307 | $70,606-79.7% | $53,898-73.5% | $142,382-90.0% |
| Participation rate | 40.0% | 63.7%-23.7pp | 55.0%-15.0pp | 80.1%-40.1pp |
| Annual return | 19.13% | 619.81%-600.7pp | 528.60%-509.5pp | 217.08%-197.9pp |
| Employer contribution / active EE | $443 | $1,202-63.1% | $932-52.4% | $4,299-89.7% |
| Participant deferral / active EE | $1,620 | $2,364-31.5% | $1,826-11.3% | $6,507-75.1% |
| Admin fee / account holder | $26 | $2,852-99.1% | $2,491-99.0% | $12,624-99.8% |