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 3-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 | $52,406-100.0% | $129,207-100.0% | $74,495-100.0% |
| Participation rate | 0.0% | 53.8%-53.8pp | 69.6%-69.6pp | 67.2%-67.2pp |
| Annual return | 0.00% | 15.66%-15.7pp | 9417.33%-9417.3pp | 1364.94%-1364.9pp |
| Employer contribution / active EE | $0 | $1,531-100.0% | $4,153-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $0 | $2,794-100.0% | $4,168-100.0% | $4,346-100.0% |
| Admin fee / account holder | $0 | $2,633-100.0% | $7,715-100.0% | $1,942-100.0% |