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 9-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 | $39,122-100.0% | $57,179-100.0% | $62,891-100.0% |
| Participation rate | 0.0% | 70.5%-70.5pp | 75.3%-75.3pp | 69.3%-69.3pp |
| Annual return | 11.56% | 9.23%+2.3pp | 14.59%-3.0pp | 20.14%-8.6pp |
| Employer contribution / active EE | $1,040 | $1,874-44.5% | $2,682-61.2% | $2,281-54.4% |
| Participant deferral / active EE | $3,565 | $2,374+50.2% | $3,096+15.1% | $3,203+11.3% |
| Admin fee / account holder | $0 | $2,592-100.0% | $3,139-100.0% | $4,296-100.0% |