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 10-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 | $0 | $171,865-100.0% | $149,718-100.0% | $147,584-100.0% |
| Participation rate | 0.0% | 88.2%-88.2pp | 87.1%-87.1pp | 82.8%-82.8pp |
| Annual return | 23.99% | 2113.22%-2089.2pp | 1501.63%-1477.6pp | 578.55%-554.6pp |
| Employer contribution / active EE | $3,518 | $6,275-43.9% | $5,445-35.4% | $4,876-27.9% |
| Participant deferral / active EE | $9,918 | $7,271+36.4% | $6,569+51.0% | $5,439+82.4% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |