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 | $51,175-100.0% | $70,515-100.0% | $75,163-100.0% |
| Participation rate | 0.0% | 60.9%-60.9pp | 68.3%-68.3pp | 67.2%-67.2pp |
| Annual return | 20.50% | 30.02%-9.5pp | 32.77%-12.3pp | 160.62%-140.1pp |
| Employer contribution / active EE | $1,417 | $1,826-22.4% | $2,973-52.3% | $2,670-46.9% |
| Participant deferral / active EE | $2,019 | $2,849-29.1% | $4,567-55.8% | $4,125-51.1% |
| Admin fee / account holder | $0 | $4,091-100.0% | $6,412-100.0% | $5,651-100.0% |