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 7-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 | $9,542 | $96,635-90.1% | $86,612-89.0% | $139,434-93.2% |
| Participation rate | 20.0% | 74.4%-54.4pp | 71.7%-51.7pp | 80.3%-60.3pp |
| Annual return | 19.82% | 106.41%-86.6pp | 591.07%-571.2pp | 372.94%-353.1pp |
| Employer contribution / active EE | $540 | $3,263-83.5% | $3,022-82.1% | $4,751-88.6% |
| Participant deferral / active EE | $1,257 | $4,836-74.0% | $4,438-71.7% | $6,710-81.3% |
| Admin fee / account holder | $0 | $6,408-100.0% | $5,614-100.0% | $11,403-100.0% |