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 | $28,840 | $29,319-1.6% | $52,425-45.0% | $82,448-65.0% |
| Participation rate | 11.6% | 46.9%-35.3pp | 55.6%-44.0pp | 68.1%-56.5pp |
| Annual return | 25.70% | 535.20%-509.5pp | 302.12%-276.4pp | 41.64%-15.9pp |
| Employer contribution / active EE | $226 | $586-61.5% | $914-75.3% | $2,551-91.1% |
| Participant deferral / active EE | $733 | $1,171-37.4% | $1,790-59.0% | $4,139-82.3% |
| Admin fee / account holder | $151 | $1,962-92.3% | $2,495-93.9% | $7,234-97.9% |