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 9-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 | $54,350-100.0% | $82,719-100.0% | $68,494-100.0% |
| Participation rate | 0.0% | 63.9%-63.9pp | 72.6%-72.6pp | 67.9%-67.9pp |
| Annual return | -8.01% | -13.67%+5.7pp | 701.18%-709.2pp | -7.84%-0.2pp |
| Employer contribution / active EE | $793 | $2,218-64.2% | $3,009-73.6% | $2,596-69.5% |
| Participant deferral / active EE | $4,733 | $3,246+45.8% | $4,395+7.7% | $4,027+17.5% |
| Admin fee / account holder | $0 | $4,395-100.0% | $5,329-100.0% | $5,403-100.0% |