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 | $5,226 | $70,606-92.6% | $53,898-90.3% | $142,382-96.3% |
| Participation rate | 21.7% | 63.7%-42.0pp | 55.0%-33.2pp | 80.1%-58.4pp |
| Annual return | 24.19% | 619.81%-595.6pp | 528.60%-504.4pp | 217.08%-192.9pp |
| Employer contribution / active EE | $124 | $1,202-89.7% | $932-86.7% | $4,299-97.1% |
| Participant deferral / active EE | $323 | $2,364-86.4% | $1,826-82.3% | $6,507-95.0% |
| Admin fee / account holder | $30 | $2,852-99.0% | $2,491-98.8% | $12,624-99.8% |