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 | $6,997 | $104,974-93.3% | $95,585-92.7% | $142,382-95.1% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.1%-22.1pp | 80.1%-30.1pp |
| Annual return | 24.62% | 210.33%-185.7pp | 38.56%-13.9pp | 217.08%-192.5pp |
| Employer contribution / active EE | $1,195 | $2,779-57.0% | $2,527-52.7% | $4,299-72.2% |
| Participant deferral / active EE | $1,756 | $4,352-59.7% | $4,023-56.4% | $6,507-73.0% |
| Admin fee / account holder | $30 | $6,386-99.5% | $6,127-99.5% | $12,624-99.8% |