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 | $110,257-100.0% | $96,544-100.0% | $139,434-100.0% |
| Participation rate | 0.0% | 78.1%-78.1pp | 76.0%-76.0pp | 80.3%-80.3pp |
| Annual return | 15.68% | 26.32%-10.6pp | 25.84%-10.2pp | 372.94%-357.3pp |
| Employer contribution / active EE | $1,933 | $3,620-46.6% | $2,965-34.8% | $4,751-59.3% |
| Participant deferral / active EE | $11,071 | $5,548+99.5% | $4,851+128.2% | $6,710+65.0% |
| Admin fee / account holder | $0 | $11,591-100.0% | $8,252-100.0% | $11,403-100.0% |