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 | $74,888-66.0% | $71,209-64.3% | $142,382-82.1% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.1%-30.1pp |
| Annual return | 22.03% | 345.14%-323.1pp | 282.51%-260.5pp | 217.08%-195.0pp |
| Employer contribution / active EE | $1,818 | $2,854-36.3% | $2,721-33.2% | $4,299-57.7% |
| Participant deferral / active EE | $1,818 | $4,454-59.2% | $4,175-56.5% | $6,507-72.1% |
| Admin fee / account holder | $147 | $5,568-97.4% | $5,349-97.3% | $12,624-98.8% |