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 | $23,271 | $104,664-77.8% | $85,682-72.8% | $167,490-86.1% |
| Participation rate | 33.3% | 76.4%-43.0pp | 69.9%-36.5pp | 82.1%-48.8pp |
| Annual return | 51.50% | 21.45%+30.1pp | 21.49%+30.0pp | 478.56%-427.1pp |
| Employer contribution / active EE | $1,220 | $3,337-63.4% | $2,618-53.4% | $4,837-74.8% |
| Participant deferral / active EE | $4,540 | $4,824-5.9% | $3,923+15.7% | $6,341-28.4% |
| Admin fee / account holder | $12 | $10,032-99.9% | $6,873-99.8% | $12,309-99.9% |