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 | $83,477-100.0% | $125,175-100.0% | $72,985-100.0% |
| Participation rate | 0.0% | 73.3%-73.3pp | 79.8%-79.8pp | 69.5%-69.5pp |
| Annual return | 23.64% | 25.78%-2.1pp | 43.79%-20.2pp | 81.00%-57.4pp |
| Employer contribution / active EE | $1,006 | $2,345-57.1% | $3,865-74.0% | $2,440-58.8% |
| Participant deferral / active EE | $2,183 | $3,585-39.1% | $4,937-55.8% | $3,607-39.5% |
| Admin fee / account holder | $0 | $5,517-100.0% | $9,702-100.0% | $5,124-100.0% |