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 7-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 | $104,907-100.0% | $84,611-100.0% | $152,861-100.0% |
| Participation rate | 0.0% | 74.8%-74.8pp | 68.2%-68.2pp | 82.4%-82.4pp |
| Annual return | 0.00% | 373.79%-373.8pp | 258.74%-258.7pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,370 | $3,302-58.5% | $2,652-48.3% | $4,762-71.2% |
| Participant deferral / active EE | $1,699 | $4,688-63.8% | $3,899-56.4% | $5,850-71.0% |
| Admin fee / account holder | $0 | $6,241-100.0% | $4,912-100.0% | $11,596-100.0% |