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 8-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 | $3,022 | $27,915-89.2% | $58,482-94.8% | $75,163-96.0% |
| Participation rate | 22.5% | 38.8%-16.3pp | 50.9%-28.4pp | 67.2%-44.7pp |
| Annual return | 22.54% | 44.20%-21.7pp | 4239.32%-4216.8pp | 160.62%-138.1pp |
| Employer contribution / active EE | $233 | $669-65.2% | $1,053-77.9% | $2,670-91.3% |
| Participant deferral / active EE | $1,168 | $1,201-2.8% | $1,924-39.3% | $4,125-71.7% |
| Admin fee / account holder | $3 | $1,726-99.8% | $2,516-99.9% | $5,651-100.0% |