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 | $51,421 | $95,416-46.1% | $185,823-72.3% | $85,850-40.1% |
| Participation rate | 52.6% | 68.8%-16.1pp | 81.7%-29.1pp | 69.3%-16.7pp |
| Annual return | 0.00% | 23.59%-23.6pp | 122.05%-122.1pp | 318.53%-318.5pp |
| Employer contribution / active EE | $977 | $3,314-70.5% | $5,167-81.1% | $2,565-61.9% |
| Participant deferral / active EE | $3,611 | $3,423+5.5% | $5,568-35.1% | $3,952-8.6% |
| Admin fee / account holder | $182 | $7,213-97.5% | $16,237-98.9% | $6,260-97.1% |