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 | $98,750-100.0% | $149,696-100.0% | $79,858-100.0% |
| Participation rate | 0.0% | 75.8%-75.8pp | 82.5%-82.5pp | 69.6%-69.6pp |
| Annual return | 18.47% | 27.43%-9.0pp | 276.60%-258.1pp | 31.71%-13.2pp |
| Employer contribution / active EE | $3,564 | $3,216+10.8% | $4,644-23.3% | $2,471+44.2% |
| Participant deferral / active EE | $10,851 | $5,680+91.0% | $6,842+58.6% | $3,740+190.1% |
| Admin fee / account holder | $0 | $6,053-100.0% | $9,309-100.0% | $5,306-100.0% |