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 | $20,093 | $150,197-86.6% | $120,368-83.3% | $145,959-86.2% |
| Participation rate | 20.0% | 78.8%-58.8pp | 71.9%-51.9pp | 80.3%-60.3pp |
| Annual return | 13.55% | 154.26%-140.7pp | 107.26%-93.7pp | 561.95%-548.4pp |
| Employer contribution / active EE | $1,157 | $4,350-73.4% | $3,465-66.6% | $4,661-75.2% |
| Participant deferral / active EE | $1,457 | $6,174-76.4% | $4,991-70.8% | $6,689-78.2% |
| Admin fee / account holder | $146 | $12,216-98.8% | $9,429-98.5% | $13,398-98.9% |