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 6-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 | $67,411-100.0% | $91,001-100.0% | $70,131-100.0% |
| Participation rate | 0.0% | 71.4%-71.4pp | 75.6%-75.6pp | 69.5%-69.5pp |
| Annual return | 18.42% | -40.16%+58.6pp | 4.60%+13.8pp | 73.14%-54.7pp |
| Employer contribution / active EE | $707 | $1,786-60.4% | $2,456-71.2% | $2,342-69.8% |
| Participant deferral / active EE | $1,336 | $2,823-52.7% | $3,547-62.3% | $3,332-59.9% |
| Admin fee / account holder | $0 | $4,236-100.0% | $5,417-100.0% | $4,645-100.0% |