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 | $20,286 | $106,515-81.0% | $96,683-79.0% | $139,434-85.5% |
| Participation rate | 46.7% | 77.8%-31.2pp | 74.3%-27.7pp | 80.3%-33.7pp |
| Annual return | 1192.12% | 38.43%+1153.7pp | 35.69%+1156.4pp | 372.94%+819.2pp |
| Employer contribution / active EE | $1,198 | $4,103-70.8% | $3,737-67.9% | $4,751-74.8% |
| Participant deferral / active EE | $1,711 | $5,454-68.6% | $4,878-64.9% | $6,710-74.5% |
| Admin fee / account holder | $86 | $7,877-98.9% | $6,730-98.7% | $11,403-99.2% |