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 | $123,793-100.0% | $177,821-100.0% | $79,858-100.0% |
| Participation rate | 0.0% | 84.7%-84.7pp | 87.7%-87.7pp | 69.6%-69.6pp |
| Annual return | 17.73% | 22.82%-5.1pp | 48.32%-30.6pp | 31.71%-14.0pp |
| Employer contribution / active EE | $2,383 | $4,095-41.8% | $5,918-59.7% | $2,471-3.6% |
| Participant deferral / active EE | $4,515 | $5,956-24.2% | $7,714-41.5% | $3,740+20.7% |
| Admin fee / account holder | $0 | $7,243-100.0% | $12,427-100.0% | $5,306-100.0% |