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 | $82,286-100.0% | $68,791-100.0% | $134,475-100.0% |
| Participation rate | 0.0% | 75.1%-75.1pp | 69.0%-69.0pp | 81.2%-81.2pp |
| Annual return | -13.50% | -2.19%-11.3pp | -6.38%-7.1pp | 417.96%-431.5pp |
| Employer contribution / active EE | $3,517 | $3,301+6.6% | $2,655+32.5% | $4,740-25.8% |
| Participant deferral / active EE | $20,709 | $4,739+337.0% | $3,941+425.5% | $6,400+223.6% |
| Admin fee / account holder | $0 | $6,481-100.0% | $4,932-100.0% | $11,426-100.0% |