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 | $89,753-100.0% | $107,525-100.0% | $84,808-100.0% |
| Participation rate | 0.0% | 68.1%-68.1pp | 75.1%-75.1pp | 68.3%-68.3pp |
| Annual return | 17.38% | 29.48%-12.1pp | 181.32%-163.9pp | 40.90%-23.5pp |
| Employer contribution / active EE | $3,320 | $3,113+6.6% | $3,754-11.5% | $2,631+26.2% |
| Participant deferral / active EE | $9,921 | $4,056+144.6% | $5,116+93.9% | $4,212+135.6% |
| Admin fee / account holder | $0 | $7,222-100.0% | $8,919-100.0% | $7,344-100.0% |