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 | $30,426 | $159,934-81.0% | $147,005-79.3% | $145,959-79.2% |
| Participation rate | 63.6% | 84.0%-20.4pp | 82.2%-18.5pp | 80.3%-16.6pp |
| Annual return | 13.29% | 98.24%-85.0pp | 418.76%-405.5pp | 561.95%-548.7pp |
| Employer contribution / active EE | $4,035 | $5,287-23.7% | $4,934-18.2% | $4,661-13.4% |
| Participant deferral / active EE | $5,560 | $8,427-34.0% | $8,070-31.1% | $6,689-16.9% |
| Admin fee / account holder | $53 | $15,053-99.6% | $13,006-99.6% | $13,398-99.6% |