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 | $94,625-100.0% | $116,228-100.0% | $84,808-100.0% |
| Participation rate | 0.0% | 70.4%-70.4pp | 74.6%-74.6pp | 68.3%-68.3pp |
| Annual return | 13.00% | 20.40%-7.4pp | 90.06%-77.1pp | 40.90%-27.9pp |
| Employer contribution / active EE | $4,972 | $2,347+111.9% | $2,994+66.0% | $2,631+89.0% |
| Participant deferral / active EE | $7,861 | $3,972+97.9% | $4,953+58.7% | $4,212+86.6% |
| Admin fee / account holder | $0 | $10,091-100.0% | $11,989-100.0% | $7,344-100.0% |