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 | $14,323 | $29,660-51.7% | $56,411-74.6% | $80,856-82.3% |
| Participation rate | 10.3% | 41.6%-31.4pp | 52.5%-42.2pp | 67.6%-57.4pp |
| Annual return | 79.28% | 35.23%+44.1pp | 1701.33%-1622.0pp | 35.59%+43.7pp |
| Employer contribution / active EE | $198 | $669-70.5% | $1,039-81.0% | $2,755-92.8% |
| Participant deferral / active EE | $522 | $1,226-57.4% | $1,952-73.3% | $4,296-87.8% |
| Admin fee / account holder | $0 | $2,428-100.0% | $2,829-100.0% | $6,918-100.0% |