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 9-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 | $99,877-100.0% | $84,966-100.0% | $145,922-100.0% |
| Participation rate | 0.0% | 74.1%-74.1pp | 67.5%-67.5pp | 80.3%-80.3pp |
| Annual return | 23.85% | 83.76%-59.9pp | 66.38%-42.5pp | 561.29%-537.4pp |
| Employer contribution / active EE | $7,446 | $3,231+130.4% | $2,727+173.0% | $4,660+59.8% |
| Participant deferral / active EE | $8,036 | $5,291+51.9% | $4,519+77.8% | $6,688+20.2% |
| Admin fee / account holder | $0 | $7,248-100.0% | $6,149-100.0% | $13,397-100.0% |