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 | $116,175-100.0% | $93,606-100.0% | $152,861-100.0% |
| Participation rate | 0.0% | 78.0%-78.0pp | 75.8%-75.8pp | 82.4%-82.4pp |
| Annual return | 21.66% | 35.96%-14.3pp | 32.76%-11.1pp | 345.32%-323.7pp |
| Employer contribution / active EE | $9,555 | $3,218+196.9% | $2,718+251.6% | $4,762+100.6% |
| Participant deferral / active EE | $12,747 | $4,603+176.9% | $4,069+213.3% | $5,850+117.9% |
| Admin fee / account holder | $0 | $10,748-100.0% | $7,888-100.0% | $11,596-100.0% |