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 | $49,950 | $78,672-36.5% | $109,143-54.2% | $85,850-41.8% |
| Participation rate | 66.7% | 68.3%-1.6pp | 75.9%-9.2pp | 69.3%-2.6pp |
| Annual return | 0.00% | 25.09%-25.1pp | 25.75%-25.7pp | 318.53%-318.5pp |
| Employer contribution / active EE | $976 | $2,735-64.3% | $3,722-73.8% | $2,565-62.0% |
| Participant deferral / active EE | $2,844 | $3,467-18.0% | $4,653-38.9% | $3,952-28.0% |
| Admin fee / account holder | $205 | $5,469-96.2% | $6,752-97.0% | $6,260-96.7% |