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 | $15,503 | $81,625-81.0% | $58,482-73.5% | $139,434-88.9% |
| Participation rate | 40.9% | 61.3%-20.4pp | 50.9%-9.9pp | 80.3%-39.4pp |
| Annual return | 35.18% | 7404.20%-7369.0pp | 4239.32%-4204.1pp | 372.94%-337.8pp |
| Employer contribution / active EE | $781 | $1,398-44.1% | $1,053-25.8% | $4,751-83.6% |
| Participant deferral / active EE | $3,528 | $2,557+38.0% | $1,924+83.4% | $6,710-47.4% |
| Admin fee / account holder | $177 | $3,265-94.6% | $2,516-93.0% | $11,403-98.5% |