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 | $106,890-100.0% | $84,015-100.0% | $152,861-100.0% |
| Participation rate | 0.0% | 75.2%-75.2pp | 69.0%-69.0pp | 82.4%-82.4pp |
| Annual return | 15.60% | 104.99%-89.4pp | 71.31%-55.7pp | 345.32%-329.7pp |
| Employer contribution / active EE | $860 | $2,734-68.5% | $1,983-56.6% | $4,762-81.9% |
| Participant deferral / active EE | $2,711 | $4,011-32.4% | $3,239-16.3% | $5,850-53.7% |
| Admin fee / account holder | $0 | $8,285-100.0% | $6,101-100.0% | $11,596-100.0% |