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 | $8,927 | $74,888-88.1% | $71,209-87.5% | $142,382-93.7% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.1%-13.5pp |
| Annual return | 16.98% | 345.14%-328.2pp | 282.51%-265.5pp | 217.08%-200.1pp |
| Employer contribution / active EE | $418 | $2,854-85.4% | $2,721-84.6% | $4,299-90.3% |
| Participant deferral / active EE | $676 | $4,454-84.8% | $4,175-83.8% | $6,507-89.6% |
| Admin fee / account holder | $93 | $5,568-98.3% | $5,349-98.3% | $12,624-99.3% |