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 | $102,828-100.0% | $105,387-100.0% | $152,861-100.0% |
| Participation rate | 0.0% | 83.8%-83.8pp | 82.6%-82.6pp | 82.4%-82.4pp |
| Annual return | 15.52% | 20.85%-5.3pp | 26.82%-11.3pp | 345.32%-329.8pp |
| Employer contribution / active EE | $2,052 | $4,473-54.1% | $4,213-51.3% | $4,762-56.9% |
| Participant deferral / active EE | $2,052 | $5,465-62.4% | $5,502-62.7% | $5,850-64.9% |
| Admin fee / account holder | $0 | $8,683-100.0% | $6,559-100.0% | $11,596-100.0% |