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 | $48,160 | $30,400+58.4% | $53,898-10.6% | $84,808-43.2% |
| Participation rate | 11.1% | 46.4%-35.3pp | 55.0%-43.8pp | 68.3%-57.2pp |
| Annual return | 17.62% | 500.19%-482.6pp | 528.60%-511.0pp | 40.90%-23.3pp |
| Employer contribution / active EE | $286 | $603-52.5% | $932-69.3% | $2,631-89.1% |
| Participant deferral / active EE | $1,050 | $1,199-12.4% | $1,826-42.5% | $4,212-75.1% |
| Admin fee / account holder | $283 | $1,993-85.8% | $2,491-88.6% | $7,344-96.1% |