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 | $133,958-100.0% | $112,228-100.0% | $134,475-100.0% |
| Participation rate | 0.0% | 78.6%-78.6pp | 75.1%-75.1pp | 81.2%-81.2pp |
| Annual return | -11.17% | 47.11%-58.3pp | 27.45%-38.6pp | 417.96%-429.1pp |
| Employer contribution / active EE | $2,626 | $4,038-35.0% | $3,635-27.7% | $4,740-44.6% |
| Participant deferral / active EE | $6,665 | $5,291+26.0% | $4,728+41.0% | $6,400+4.1% |
| Admin fee / account holder | $0 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |