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 | $124,425-100.0% | $112,040-100.0% | $137,256-100.0% |
| Participation rate | 0.0% | 79.3%-79.3pp | 76.5%-76.5pp | 80.0%-80.0pp |
| Annual return | 13.99% | 24.72%-10.7pp | 24.52%-10.5pp | 220.34%-206.4pp |
| Employer contribution / active EE | $1,811 | $3,411-46.9% | $2,954-38.7% | $4,156-56.4% |
| Participant deferral / active EE | $5,186 | $5,718-9.3% | $5,098+1.7% | $6,407-19.1% |
| Admin fee / account holder | $0 | $15,207-100.0% | $12,098-100.0% | $12,270-100.0% |