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 5-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 | $106,543-100.0% | $91,220-100.0% | $134,475-100.0% |
| Participation rate | 0.0% | 76.8%-76.8pp | 73.2%-73.2pp | 81.2%-81.2pp |
| Annual return | 509.36% | 160.60%+348.8pp | 114.01%+395.3pp | 417.96%+91.4pp |
| Employer contribution / active EE | $364 | $3,331-89.1% | $2,850-87.2% | $4,740-92.3% |
| Participant deferral / active EE | $1,009 | $4,719-78.6% | $4,234-76.2% | $6,400-84.2% |
| Admin fee / account holder | $0 | $6,231-100.0% | $5,420-100.0% | $11,426-100.0% |