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.
See 1 actuary disclosure. $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 | $325,553-100.0% | $325,553-100.0% | $338,187-100.0% |
| Participation rate | 0.0% | 32.3%-32.3pp | 16.2%-16.2pp | 44.0%-44.0pp |
| Annual return | 6.17% | 9.11%-2.9pp | 9.14%-3.0pp | 13.05%-6.9pp |
| Employer contribution / active EE | $6,544 | $46,891-86.0% | $40,544-83.9% | $37,639-82.6% |
| Participant deferral / active EE | $0 | $37-100.0% | $42-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $17,411-100.0% | $17,411-100.0% | $30,864-100.0% |