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.
See 1 actuary disclosure. $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 | $1,007,756-100.0% | $1,007,756-100.0% | $418,949-100.0% |
| Participation rate | 0.0% | 45.5%-45.5pp | 41.7%-41.7pp | 35.7%-35.7pp |
| Annual return | 10.67% | 6.04%+4.6pp | 6.09%+4.6pp | 15.19%-4.5pp |
| Employer contribution / active EE | $17,448 | $38,393-54.6% | $37,712-53.7% | $34,877-50.0% |
| Participant deferral / active EE | $0 | $0 | $0 | $86-100.0% |
| Admin fee / account holder | $0 | $29,176-100.0% | $29,176-100.0% | $50,584-100.0% |