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 | $16,864 | $67,823-75.1% | $52,425-67.8% | $137,256-87.7% |
| Participation rate | 45.0% | 63.9%-18.9pp | 55.6%-10.6pp | 80.0%-35.0pp |
| Annual return | 21.89% | 219.11%-197.2pp | 302.12%-280.2pp | 220.34%-198.4pp |
| Employer contribution / active EE | $790 | $1,163-32.1% | $914-13.6% | $4,156-81.0% |
| Participant deferral / active EE | $2,683 | $2,288+17.2% | $1,790+49.8% | $6,407-58.1% |
| Admin fee / account holder | $93 | $2,844-96.7% | $2,495-96.3% | $12,270-99.2% |