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 | $39,019-100.0% | $80,716-100.0% | $85,850-100.0% |
| Participation rate | 0.0% | 41.5%-41.5pp | 54.2%-54.2pp | 69.3%-69.3pp |
| Annual return | 17.05% | 26.27%-9.2pp | 87.28%-70.2pp | 318.53%-301.5pp |
| Employer contribution / active EE | $685 | $722-5.2% | $1,160-41.0% | $2,565-73.3% |
| Participant deferral / active EE | $1,084 | $1,326-18.2% | $2,146-49.5% | $3,952-72.6% |
| Admin fee / account holder | $0 | $2,431-100.0% | $3,380-100.0% | $6,260-100.0% |