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 3-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 | $93,071-100.0% | $74,583-100.0% | $273,961-100.0% |
| Participation rate | 0.0% | 74.9%-74.9pp | 68.1%-68.1pp | 83.0%-83.0pp |
| Annual return | 13.08% | 26.18%-13.1pp | 20.47%-7.4pp | 41.45%-28.4pp |
| Employer contribution / active EE | $7,675 | $3,160+142.9% | $2,525+203.9% | $4,869+57.6% |
| Participant deferral / active EE | $2,405 | $4,160-42.2% | $3,458-30.4% | $5,287-54.5% |
| Admin fee / account holder | $0 | $5,272-100.0% | $4,138-100.0% | $10,132-100.0% |