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 3-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 | $13,702-100.0% | $122,096-100.0% | $13,702-100.0% |
| Participation rate | 0.0% | 22.0%-22.0pp | 91.9%-91.9pp | 22.0%-22.0pp |
| Annual return | 0.00% | 5.66%-5.7pp | -0.45%+0.4pp | 5.66%-5.7pp |
| Employer contribution / active EE | $0 | $18,518-100.0% | $13,455-100.0% | $18,518-100.0% |
| Participant deferral / active EE | $0 | $193-100.0% | $6,300-100.0% | $193-100.0% |
| Admin fee / account holder | $0 | $89-100.0% | $2,906-100.0% | $89-100.0% |