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.
See 1 actuary disclosure. $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 | $49,655-100.0% | $158,848-100.0% | $49,655-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 13.3%-13.3pp | 17.1%-17.1pp |
| Annual return | 11.44% | 11.97%-0.5pp | 9.49%+1.9pp | 9.82%+1.6pp |
| Employer contribution / active EE | $6,185 | $7,406-16.5% | $24,351-74.6% | $13,587-54.5% |
| Participant deferral / active EE | $0 | $0 | $28-100.0% | $81-100.0% |
| Admin fee / account holder | $0 | $2,893-100.0% | - | $2,893-100.0% |