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 | $25,429 | $72,071-64.7% | $68,368-62.8% | $137,256-81.5% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.0%-30.0pp |
| Annual return | 22.03% | 353.14%-331.1pp | 292.57%-270.5pp | 220.34%-198.3pp |
| Employer contribution / active EE | $1,818 | $2,788-34.8% | $2,649-31.4% | $4,156-56.3% |
| Participant deferral / active EE | $1,818 | $4,410-58.8% | $4,123-55.9% | $6,407-71.6% |
| Admin fee / account holder | $147 | $5,336-97.2% | $5,150-97.1% | $12,270-98.8% |