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 8-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 | $59,805-100.0% | $79,550-100.0% | $68,494-100.0% |
| Participation rate | 0.0% | 61.1%-61.1pp | 69.5%-69.5pp | 67.9%-67.9pp |
| Annual return | -16.79% | -12.30%-4.5pp | 0.16%-17.0pp | -7.84%-8.9pp |
| Employer contribution / active EE | $1,129 | $1,505-25.0% | $2,413-53.2% | $2,596-56.5% |
| Participant deferral / active EE | $3,931 | $3,024+30.0% | $3,985-1.4% | $4,027-2.4% |
| Admin fee / account holder | $0 | $4,835-100.0% | $6,832-100.0% | $5,403-100.0% |