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 4-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 | $53,162-100.0% | $91,220-100.0% | $68,494-100.0% |
| Participation rate | 0.0% | 63.2%-63.2pp | 73.2%-73.2pp | 67.9%-67.9pp |
| Annual return | 0.00% | -3.14%+3.1pp | 114.01%-114.0pp | -7.84%+7.8pp |
| Employer contribution / active EE | $620 | $1,709-63.7% | $2,850-78.2% | $2,596-76.1% |
| Participant deferral / active EE | $1,937 | $2,974-34.9% | $4,234-54.3% | $4,027-51.9% |
| Admin fee / account holder | $0 | $4,493-100.0% | $5,420-100.0% | $5,403-100.0% |