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 | $44,781 | $84,402-46.9% | $61,373-27.0% | $134,475-66.7% |
| Participation rate | 18.8% | 62.2%-43.5pp | 52.6%-33.8pp | 81.2%-62.5pp |
| Annual return | 0.00% | 584.55%-584.5pp | 338.61%-338.6pp | 417.96%-418.0pp |
| Employer contribution / active EE | $273 | $1,544-82.3% | $1,159-76.4% | $4,740-94.2% |
| Participant deferral / active EE | $913 | $2,819-67.6% | $2,125-57.0% | $6,400-85.7% |
| Admin fee / account holder | $175 | $2,585-93.3% | $2,130-91.8% | $11,426-98.5% |