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 | $28,834 | $53,516-46.1% | $126,539-77.2% | $84,808-66.0% |
| Participation rate | 36.0% | 58.2%-22.2pp | 69.8%-33.8pp | 68.3%-32.3pp |
| Annual return | 17.58% | 58.34%-40.8pp | 425.95%-408.4pp | 40.90%-23.3pp |
| Employer contribution / active EE | $579 | $1,535-62.3% | $3,674-84.2% | $2,631-78.0% |
| Participant deferral / active EE | $2,090 | $2,671-21.7% | $4,083-48.8% | $4,212-50.4% |
| Admin fee / account holder | $277 | $4,497-93.8% | $6,065-95.4% | $7,344-96.2% |