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 3-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 | $9,251 | $100,773-90.8% | $88,946-89.6% | $142,382-93.5% |
| Participation rate | 40.0% | 74.3%-34.3pp | 68.8%-28.8pp | 80.1%-40.1pp |
| Annual return | 31.44% | 70.18%-38.7pp | 57.82%-26.4pp | 217.08%-185.6pp |
| Employer contribution / active EE | $531 | $2,918-81.8% | $2,555-79.2% | $4,299-87.6% |
| Participant deferral / active EE | $1,691 | $5,230-67.7% | $4,581-63.1% | $6,507-74.0% |
| Admin fee / account holder | $61 | $9,693-99.4% | $8,261-99.3% | $12,624-99.5% |