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 | $32,928 | $117,841-72.1% | $102,423-67.9% | $145,922-77.4% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 491.18% | 31.65%+459.5pp | 29.32%+461.9pp | 561.29%-70.1pp |
| Employer contribution / active EE | $1,480 | $3,615-59.1% | $3,023-51.1% | $4,660-68.2% |
| Participant deferral / active EE | $1,856 | $5,731-67.6% | $5,053-63.3% | $6,688-72.2% |
| Admin fee / account holder | $25 | $13,326-99.8% | $9,451-99.7% | $13,397-99.8% |