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 | $22,105 | $175,202-87.4% | $149,673-85.2% | $139,434-84.1% |
| Participation rate | 40.0% | 83.4%-43.4pp | 78.8%-38.8pp | 80.3%-40.3pp |
| Annual return | 18.10% | 166.71%-148.6pp | 134.42%-116.3pp | 372.94%-354.8pp |
| Employer contribution / active EE | $3,350 | $5,474-38.8% | $4,818-30.5% | $4,751-29.5% |
| Participant deferral / active EE | $8,581 | $6,519+31.6% | $5,680+51.1% | $6,710+27.9% |
| Admin fee / account holder | $43 | $16,150-99.7% | $13,210-99.7% | $11,403-99.6% |