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 | $30,948 | $74,888-58.7% | $71,209-56.5% | $142,382-78.3% |
| Participation rate | 30.0% | 76.2%-46.2pp | 73.8%-43.8pp | 80.1%-50.1pp |
| Annual return | 14.73% | 345.14%-330.4pp | 282.51%-267.8pp | 217.08%-202.3pp |
| Employer contribution / active EE | $587 | $2,854-79.4% | $2,721-78.4% | $4,299-86.4% |
| Participant deferral / active EE | $1,007 | $4,454-77.4% | $4,175-75.9% | $6,507-84.5% |
| Admin fee / account holder | $11 | $5,568-99.8% | $5,349-99.8% | $12,624-99.9% |