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 6-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 | $90,320-100.0% | $59,496-100.0% | $125,391-100.0% |
| Participation rate | 0.0% | 68.3%-68.3pp | 54.6%-54.6pp | 83.2%-83.2pp |
| Annual return | -1.00% | 369.13%-370.1pp | 182.05%-183.0pp | 282.22%-283.2pp |
| Employer contribution / active EE | $828 | $1,792-53.8% | $1,153-28.2% | $4,866-83.0% |
| Participant deferral / active EE | $1,035 | $2,716-61.9% | $1,829-43.4% | $5,352-80.7% |
| Admin fee / account holder | $0 | $3,063-100.0% | $2,232-100.0% | $9,540-100.0% |