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 | $72,012-100.0% | $185,823-100.0% | $79,858-100.0% |
| Participation rate | 0.0% | 65.8%-65.8pp | 78.0%-78.0pp | 69.6%-69.6pp |
| Annual return | 12.71% | 23.12%-10.4pp | 35.95%-23.2pp | 31.71%-19.0pp |
| Employer contribution / active EE | $435 | $1,965-77.9% | $4,087-89.4% | $2,471-82.4% |
| Participant deferral / active EE | $1,928 | $3,779-49.0% | $5,632-65.8% | $3,740-48.5% |
| Admin fee / account holder | $0 | $4,513-100.0% | $9,500-100.0% | $5,306-100.0% |