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 | $18,343 | $27,915-34.3% | $58,482-68.6% | $75,163-75.6% |
| Participation rate | 18.2% | 38.8%-20.7pp | 50.9%-32.7pp | 67.2%-49.0pp |
| Annual return | 233.89% | 44.20%+189.7pp | 4239.32%-4005.4pp | 160.62%+73.3pp |
| Employer contribution / active EE | $211 | $669-68.5% | $1,053-80.0% | $2,670-92.1% |
| Participant deferral / active EE | $1,102 | $1,201-8.2% | $1,924-42.7% | $4,125-73.3% |
| Admin fee / account holder | $0 | $1,726-100.0% | $2,516-100.0% | $5,651-100.0% |