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 | $105,998-100.0% | $92,233-100.0% | $147,584-100.0% |
| Participation rate | 0.0% | 80.4%-80.4pp | 76.5%-76.5pp | 82.8%-82.8pp |
| Annual return | 11.67% | 50.05%-38.4pp | 176.28%-164.6pp | 578.55%-566.9pp |
| Employer contribution / active EE | $6,960 | $4,333+60.6% | $3,679+89.2% | $4,876+42.7% |
| Participant deferral / active EE | $2,477 | $4,478-44.7% | $3,897-36.4% | $5,439-54.5% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |