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 | $106,584-100.0% | $101,326-100.0% | $142,382-100.0% |
| Participation rate | 0.0% | 82.7%-82.7pp | 81.5%-81.5pp | 80.1%-80.1pp |
| Annual return | 13.97% | 36.93%-23.0pp | 36.82%-22.9pp | 217.08%-203.1pp |
| Employer contribution / active EE | $5,413 | $3,956+36.8% | $3,665+47.7% | $4,299+25.9% |
| Participant deferral / active EE | $17,000 | $8,297+104.9% | $7,994+112.7% | $6,507+161.2% |
| Admin fee / account holder | $0 | $11,446-100.0% | $11,185-100.0% | $12,624-100.0% |