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 | $138,385-100.0% | $184,200-100.0% | $80,874-100.0% |
| Participation rate | 0.0% | 83.9%-83.9pp | 86.8%-86.8pp | 67.6%-67.6pp |
| Annual return | 14.76% | 20.02%-5.3pp | 28.80%-14.0pp | 35.62%-20.9pp |
| Employer contribution / active EE | $12,891 | $4,849+165.8% | $6,424+100.7% | $2,756+367.8% |
| Participant deferral / active EE | $7,549 | $7,073+6.7% | $9,132-17.3% | $4,297+75.7% |
| Admin fee / account holder | $0 | $10,483-100.0% | $13,907-100.0% | $6,935-100.0% |