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 | $105,860-100.0% | $90,749-100.0% | $134,475-100.0% |
| Participation rate | 0.0% | 78.2%-78.2pp | 75.7%-75.7pp | 81.2%-81.2pp |
| Annual return | -15.59% | -11.01%-4.6pp | -12.16%-3.4pp | 417.96%-433.6pp |
| Employer contribution / active EE | $4,236 | $3,462+22.3% | $2,921+45.0% | $4,740-10.6% |
| Participant deferral / active EE | $5,242 | $5,216+0.5% | $4,564+14.9% | $6,400-18.1% |
| Admin fee / account holder | $0 | $13,938-100.0% | $8,445-100.0% | $11,426-100.0% |