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 9-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 | $47,848-100.0% | $81,478-100.0% | $70,131-100.0% |
| Participation rate | 0.0% | 58.3%-58.3pp | 68.0%-68.0pp | 69.5%-69.5pp |
| Annual return | 0.00% | 27.25%-27.2pp | 38.78%-38.8pp | 73.14%-73.1pp |
| Employer contribution / active EE | $1,237 | $1,527-19.0% | $2,568-51.8% | $2,342-47.2% |
| Participant deferral / active EE | $1,782 | $2,453-27.4% | $3,537-49.6% | $3,332-46.5% |
| Admin fee / account holder | $0 | $3,145-100.0% | $4,561-100.0% | $4,645-100.0% |