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 | $68,413-100.0% | $123,104-100.0% | $55,191-100.0% |
| Participation rate | 0.0% | 84.5%-84.5pp | 86.8%-86.8pp | 69.2%-69.2pp |
| Annual return | 0.00% | 6.30%-6.3pp | 13.22%-13.2pp | 10.78%-10.8pp |
| Employer contribution / active EE | $0 | $3,050-100.0% | $5,151-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $0 | $4,490-100.0% | $6,230-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $88-100.0% | $9,015-100.0% | $91-100.0% |