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 | $71,050-100.0% | $93,606-100.0% | $80,856-100.0% |
| Participation rate | 0.0% | 60.4%-60.4pp | 68.7%-68.7pp | 67.6%-67.6pp |
| Annual return | 17.83% | 11.26%+6.6pp | 133.20%-115.4pp | 35.59%-17.8pp |
| Employer contribution / active EE | $2,104 | $1,564+34.5% | $2,420-13.1% | $2,755-23.6% |
| Participant deferral / active EE | $3,777 | $4,034-6.4% | $4,411-14.4% | $4,296-12.1% |
| Admin fee / account holder | $0 | $6,945-100.0% | $8,285-100.0% | $6,918-100.0% |