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 | $72,400-100.0% | $67,502-100.0% | $145,922-100.0% |
| Participation rate | 0.0% | 76.9%-76.9pp | 72.9%-72.9pp | 80.3%-80.3pp |
| Annual return | 22.37% | 7182.46%-7160.1pp | 3512.12%-3489.8pp | 561.29%-538.9pp |
| Employer contribution / active EE | $853 | $3,069-72.2% | $2,731-68.8% | $4,660-81.7% |
| Participant deferral / active EE | $5,823 | $4,783+21.8% | $4,000+45.6% | $6,688-12.9% |
| Admin fee / account holder | $0 | $5,539-100.0% | $3,998-100.0% | $13,397-100.0% |