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 | $227,553-100.0% | $189,557-100.0% | $167,490-100.0% |
| Participation rate | 0.0% | 82.5%-82.5pp | 78.4%-78.4pp | 82.1%-82.1pp |
| Annual return | 9.14% | 78.40%-69.3pp | 64.17%-55.0pp | 478.56%-469.4pp |
| Employer contribution / active EE | $26,908 | $5,316+406.1% | $4,412+509.8% | $4,837+456.2% |
| Participant deferral / active EE | $17,333 | $7,002+147.5% | $6,174+180.8% | $6,341+173.3% |
| Admin fee / account holder | $0 | $11,878-100.0% | $9,807-100.0% | $12,309-100.0% |