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 | $62,534 | $76,738-18.5% | $56,411+10.9% | $145,922-57.1% |
| Participation rate | 12.5% | 63.2%-50.7pp | 52.5%-40.0pp | 80.3%-67.8pp |
| Annual return | 27.85% | 2994.23%-2966.4pp | 1701.33%-1673.5pp | 561.29%-533.4pp |
| Employer contribution / active EE | $340 | $1,380-75.4% | $1,039-67.3% | $4,660-92.7% |
| Participant deferral / active EE | $2,292 | $2,623-12.6% | $1,952+17.4% | $6,688-65.7% |
| Admin fee / account holder | $0 | $3,334-100.0% | $2,829-100.0% | $13,397-100.0% |