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 | $56,054-100.0% | $171,082-100.0% | $62,891-100.0% |
| Participation rate | 0.0% | 62.9%-62.9pp | 76.7%-76.7pp | 69.3%-69.3pp |
| Annual return | 11.04% | 22.52%-11.5pp | 32.56%-21.5pp | 20.14%-9.1pp |
| Employer contribution / active EE | $396 | $1,731-77.1% | $4,002-90.1% | $2,281-82.6% |
| Participant deferral / active EE | $1,229 | $3,158-61.1% | $4,797-74.4% | $3,203-61.6% |
| Admin fee / account holder | $0 | $3,647-100.0% | $8,520-100.0% | $4,296-100.0% |