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 | $102,604-100.0% | $86,188-100.0% | $139,434-100.0% |
| Participation rate | 0.0% | 74.5%-74.5pp | 69.0%-69.0pp | 80.3%-80.3pp |
| Annual return | 28.66% | 1922.51%-1893.8pp | 1168.45%-1139.8pp | 372.94%-344.3pp |
| Employer contribution / active EE | $2,770 | $3,032-8.6% | $2,380+16.4% | $4,751-41.7% |
| Participant deferral / active EE | $4,452 | $4,676-4.8% | $3,985+11.7% | $6,710-33.7% |
| Admin fee / account holder | $0 | $8,657-100.0% | $6,852-100.0% | $11,403-100.0% |