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 | $102,966-100.0% | $90,281-100.0% | $152,861-100.0% |
| Participation rate | 0.0% | 75.9%-75.9pp | 73.3%-73.3pp | 82.4%-82.4pp |
| Annual return | 20.62% | 95.16%-74.5pp | 78.10%-57.5pp | 345.32%-324.7pp |
| Employer contribution / active EE | $3,620 | $3,139+15.3% | $2,854+26.8% | $4,762-24.0% |
| Participant deferral / active EE | $7,616 | $4,281+77.9% | $3,885+96.0% | $5,850+30.2% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |