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 6-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 | $6,256 | $29,660-78.9% | $56,411-88.9% | $80,856-92.3% |
| Participation rate | 60.0% | 41.6%+18.4pp | 52.5%+7.5pp | 67.6%-7.6pp |
| Annual return | 22.24% | 35.23%-13.0pp | 1701.33%-1679.1pp | 35.59%-13.4pp |
| Employer contribution / active EE | $359 | $669-46.4% | $1,039-65.4% | $2,755-87.0% |
| Participant deferral / active EE | $2,282 | $1,226+86.2% | $1,952+16.9% | $4,296-46.9% |
| Admin fee / account holder | $31 | $2,428-98.7% | $2,829-98.9% | $6,918-99.6% |