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 | $127,065-100.0% | $113,168-100.0% | $142,382-100.0% |
| Participation rate | 0.0% | 79.2%-79.2pp | 76.6%-76.6pp | 80.1%-80.1pp |
| Annual return | 13.99% | 24.03%-10.0pp | 24.27%-10.3pp | 217.08%-203.1pp |
| Employer contribution / active EE | $1,811 | $3,442-47.4% | $2,975-39.1% | $4,299-57.9% |
| Participant deferral / active EE | $5,186 | $5,716-9.3% | $5,107+1.6% | $6,507-20.3% |
| Admin fee / account holder | $0 | $15,736-100.0% | $12,068-100.0% | $12,624-100.0% |