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 | $21,418 | $96,635-77.8% | $86,612-75.3% | $139,434-84.6% |
| Participation rate | 21.4% | 74.4%-53.0pp | 71.7%-50.3pp | 80.3%-58.9pp |
| Annual return | 21.89% | 106.41%-84.5pp | 591.07%-569.2pp | 372.94%-351.1pp |
| Employer contribution / active EE | $699 | $3,263-78.6% | $3,022-76.9% | $4,751-85.3% |
| Participant deferral / active EE | $874 | $4,836-81.9% | $4,438-80.3% | $6,710-87.0% |
| Admin fee / account holder | $0 | $6,408-100.0% | $5,614-100.0% | $11,403-100.0% |