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 | $113,339-100.0% | $94,993-100.0% | $147,584-100.0% |
| Participation rate | 0.0% | 78.0%-78.0pp | 73.9%-73.9pp | 82.8%-82.8pp |
| Annual return | 19.24% | 20.77%-1.5pp | 27.12%-7.9pp | 578.55%-559.3pp |
| Employer contribution / active EE | $6,355 | $3,160+101.1% | $2,603+144.1% | $4,876+30.3% |
| Participant deferral / active EE | $13,182 | $3,777+249.0% | $3,317+297.4% | $5,439+142.4% |
| Admin fee / account holder | $0 | $6,063-100.0% | $4,960-100.0% | $10,885-100.0% |