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 5-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 | $26,474 | $90,348-70.7% | $75,972-65.2% | $145,922-81.9% |
| Participation rate | 35.7% | 74.5%-38.7pp | 69.1%-33.3pp | 80.3%-44.6pp |
| Annual return | 12.72% | 620.88%-608.2pp | 359.55%-346.8pp | 561.29%-548.6pp |
| Employer contribution / active EE | $1,285 | $3,311-61.2% | $2,685-52.1% | $4,660-72.4% |
| Participant deferral / active EE | $1,428 | $5,162-72.3% | $4,255-66.4% | $6,688-78.6% |
| Admin fee / account holder | $18 | $8,467-99.8% | $6,467-99.7% | $13,397-99.9% |