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 | $58,512-100.0% | $84,015-100.0% | $72,985-100.0% |
| Participation rate | 0.0% | 61.2%-61.2pp | 69.0%-69.0pp | 69.5%-69.5pp |
| Annual return | 21.57% | 28.93%-7.4pp | 71.31%-49.7pp | 81.00%-59.4pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,983-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,686 | $2,394+95.7% | $3,239+44.7% | $3,607+29.9% |
| Admin fee / account holder | $0 | $4,569-100.0% | $6,101-100.0% | $5,124-100.0% |