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 | $109,982-100.0% | $97,226-100.0% | $145,922-100.0% |
| Participation rate | 0.0% | 75.9%-75.9pp | 72.7%-72.7pp | 80.3%-80.3pp |
| Annual return | 61.55% | 242.90%-181.4pp | 75.13%-13.6pp | 561.29%-499.7pp |
| Employer contribution / active EE | $7,260 | $3,084+135.4% | $2,729+166.1% | $4,660+55.8% |
| Participant deferral / active EE | $7,952 | $4,676+70.1% | $4,264+86.5% | $6,688+18.9% |
| Admin fee / account holder | $0 | $6,221-100.0% | $5,654-100.0% | $13,397-100.0% |