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 3-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 | $25,210 | $27,915-9.7% | $58,482-56.9% | $75,163-66.5% |
| Participation rate | 4.3% | 38.8%-34.6pp | 50.9%-46.6pp | 67.2%-62.9pp |
| Annual return | 33.52% | 44.20%-10.7pp | 4239.32%-4205.8pp | 160.62%-127.1pp |
| Employer contribution / active EE | $231 | $669-65.4% | $1,053-78.0% | $2,670-91.3% |
| Participant deferral / active EE | $794 | $1,201-33.9% | $1,924-58.7% | $4,125-80.7% |
| Admin fee / account holder | $40 | $1,726-97.7% | $2,516-98.4% | $5,651-99.3% |