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 | $16,448 | $34,934-52.9% | $56,411-70.8% | $74,495-77.9% |
| Participation rate | 10.3% | 32.8%-22.5pp | 52.5%-42.1pp | 67.2%-56.9pp |
| Annual return | 14.05% | 25.94%-11.9pp | 1701.33%-1687.3pp | 1364.94%-1350.9pp |
| Employer contribution / active EE | $136 | $609-77.7% | $1,039-86.9% | $2,623-94.8% |
| Participant deferral / active EE | $321 | $1,170-72.6% | $1,952-83.6% | $4,346-92.6% |
| Admin fee / account holder | $79 | $2,364-96.6% | $2,829-97.2% | $1,942-95.9% |