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 | $25,842 | $117,841-78.1% | $102,423-74.8% | $145,922-82.3% |
| Participation rate | 66.7% | 78.6%-11.9pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 15.08% | 31.65%-16.6pp | 29.32%-14.2pp | 561.29%-546.2pp |
| Employer contribution / active EE | $1,954 | $3,615-45.9% | $3,023-35.4% | $4,660-58.1% |
| Participant deferral / active EE | $4,073 | $5,731-28.9% | $5,053-19.4% | $6,688-39.1% |
| Admin fee / account holder | $20 | $13,326-99.8% | $9,451-99.8% | $13,397-99.9% |