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 7-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 | $107,334-100.0% | $92,893-100.0% | $152,861-100.0% |
| Participation rate | 0.0% | 79.8%-79.8pp | 76.0%-76.0pp | 82.4%-82.4pp |
| Annual return | 15.32% | 145.58%-130.3pp | 109.41%-94.1pp | 345.32%-330.0pp |
| Employer contribution / active EE | $23,027 | $4,221+445.5% | $3,653+530.4% | $4,762+383.5% |
| Participant deferral / active EE | $9,017 | $4,845+86.1% | $4,236+112.9% | $5,850+54.1% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |