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 | $142,344-100.0% | $119,609-100.0% | $134,475-100.0% |
| Participation rate | 0.0% | 82.8%-82.8pp | 79.3%-79.3pp | 81.2%-81.2pp |
| Annual return | -14.49% | -12.44%-2.0pp | -14.97%+0.5pp | 417.96%-432.5pp |
| Employer contribution / active EE | $8,172 | $5,222+56.5% | $4,232+93.1% | $4,740+72.4% |
| Participant deferral / active EE | $8,190 | $6,469+26.6% | $5,602+46.2% | $6,400+28.0% |
| Admin fee / account holder | $0 | $13,584-100.0% | $10,323-100.0% | $11,426-100.0% |