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 | $60,124-100.0% | $90,404-100.0% | $79,858-100.0% |
| Participation rate | 0.0% | 65.0%-65.0pp | 72.7%-72.7pp | 69.6%-69.6pp |
| Annual return | 20.07% | 71.94%-51.9pp | 1293.02%-1272.9pp | 31.71%-11.6pp |
| Employer contribution / active EE | $1,821 | $2,068-12.0% | $3,262-44.2% | $2,471-26.3% |
| Participant deferral / active EE | $2,925 | $2,938-0.5% | $3,963-26.2% | $3,740-21.8% |
| Admin fee / account holder | $0 | $3,976-100.0% | $5,611-100.0% | $5,306-100.0% |