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 | $70,428-100.0% | $96,562-100.0% | $85,850-100.0% |
| Participation rate | 0.0% | 61.8%-61.8pp | 69.8%-69.8pp | 69.3%-69.3pp |
| Annual return | 11.35% | 18.59%-7.2pp | 37.78%-26.4pp | 318.53%-307.2pp |
| Employer contribution / active EE | $1,456 | $1,413+3.1% | $2,356-38.2% | $2,565-43.2% |
| Participant deferral / active EE | $4,660 | $2,894+61.0% | $3,849+21.1% | $3,952+17.9% |
| Admin fee / account holder | $0 | $4,997-100.0% | $6,181-100.0% | $6,260-100.0% |