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 | $13,965 | $76,738-81.8% | $56,411-75.2% | $145,922-90.4% |
| Participation rate | 40.0% | 63.2%-23.2pp | 52.5%-12.5pp | 80.3%-40.3pp |
| Annual return | 16.71% | 2994.23%-2977.5pp | 1701.33%-1684.6pp | 561.29%-544.6pp |
| Employer contribution / active EE | $1,055 | $1,380-23.6% | $1,039+1.6% | $4,660-77.4% |
| Participant deferral / active EE | $2,727 | $2,623+4.0% | $1,952+39.7% | $6,688-59.2% |
| Admin fee / account holder | $71 | $3,334-97.9% | $2,829-97.5% | $13,397-99.5% |