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 4-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 | $87,125-100.0% | $108,410-100.0% | $86,799-100.0% |
| Participation rate | 0.0% | 80.5%-80.5pp | 80.1%-80.1pp | 72.3%-72.3pp |
| Annual return | 0.00% | 25.21%-25.2pp | 905.27%-905.3pp | 97.91%-97.9pp |
| Employer contribution / active EE | $1,269 | $2,477-48.8% | $3,558-64.3% | $2,405-47.2% |
| Participant deferral / active EE | $0 | $6,944-100.0% | $6,563-100.0% | $4,131-100.0% |
| Admin fee / account holder | $0 | $130-100.0% | $7,295-100.0% | $170-100.0% |