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 8-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 | $109,881-100.0% | $150,045-100.0% | $84,808-100.0% |
| Participation rate | 0.0% | 76.1%-76.1pp | 82.3%-82.3pp | 68.3%-68.3pp |
| Annual return | 50.88% | 28.25%+22.6pp | 62.55%-11.7pp | 40.90%+10.0pp |
| Employer contribution / active EE | $2,151 | $3,561-39.6% | $4,693-54.2% | $2,631-18.2% |
| Participant deferral / active EE | $5,037 | $6,636-24.1% | $7,997-37.0% | $4,212+19.6% |
| Admin fee / account holder | $0 | $8,568-100.0% | $13,435-100.0% | $7,344-100.0% |