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 | $36,745 | $183,592-80.0% | $155,567-76.4% | $145,959-74.8% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 10.04% | 61.24%-51.2pp | 64.74%-54.7pp | 561.95%-551.9pp |
| Employer contribution / active EE | $1,942 | $5,315-63.5% | $4,674-58.5% | $4,661-58.3% |
| Participant deferral / active EE | $4,078 | $6,464-36.9% | $5,628-27.5% | $6,689-39.0% |
| Admin fee / account holder | $272 | $19,318-98.6% | $15,916-98.3% | $13,398-98.0% |