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 | $25,096 | $90,348-72.2% | $75,972-67.0% | $145,922-82.8% |
| Participation rate | 33.3% | 74.5%-41.1pp | 69.1%-35.7pp | 80.3%-46.9pp |
| Annual return | 13.24% | 620.88%-607.6pp | 359.55%-346.3pp | 561.29%-548.0pp |
| Employer contribution / active EE | $820 | $3,311-75.2% | $2,685-69.5% | $4,660-82.4% |
| Participant deferral / active EE | $2,013 | $5,162-61.0% | $4,255-52.7% | $6,688-69.9% |
| Admin fee / account holder | $189 | $8,467-97.8% | $6,467-97.1% | $13,397-98.6% |