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 7-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 | $42,332-100.0% | $80,569-100.0% | - |
| Participation rate | 0.0% | 51.1%-51.1pp | 67.0%-67.0pp | - |
| Annual return | 0.00% | 49.00%-49.0pp | 935.43%-935.4pp | - |
| Employer contribution / active EE | $0 | $1,076-100.0% | $2,723-100.0% | - |
| Participant deferral / active EE | $0 | $3,616-100.0% | $4,447-100.0% | - |
| Admin fee / account holder | $0 | $1,582-100.0% | $5,377-100.0% | - |