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 | $67,606-100.0% | $82,313-100.0% | $70,131-100.0% |
| Participation rate | 0.0% | 72.8%-72.8pp | 76.9%-76.9pp | 69.5%-69.5pp |
| Annual return | 15.87% | 21.57%-5.7pp | 25.88%-10.0pp | 73.14%-57.3pp |
| Employer contribution / active EE | $3,569 | $1,755+103.4% | $2,428+47.0% | $2,342+52.4% |
| Participant deferral / active EE | $7,178 | $2,987+140.3% | $3,706+93.7% | $3,332+115.5% |
| Admin fee / account holder | $0 | $4,512-100.0% | $5,608-100.0% | $4,645-100.0% |