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 | $70,504 | $99,020-28.8% | $86,590-18.6% | $147,584-52.2% |
| Participation rate | 50.0% | 76.3%-26.3pp | 73.5%-23.5pp | 82.8%-32.8pp |
| Annual return | 24.75% | 1312.34%-1287.6pp | 964.84%-940.1pp | 578.55%-553.8pp |
| Employer contribution / active EE | $999 | $3,132-68.1% | $2,839-64.8% | $4,876-79.5% |
| Participant deferral / active EE | $8,989 | $3,972+126.3% | $3,609+149.1% | $5,439+65.3% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |