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 9-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 | $118,450-100.0% | $98,439-100.0% | $139,434-100.0% |
| Participation rate | 0.0% | 77.4%-77.4pp | 75.2%-75.2pp | 80.3%-80.3pp |
| Annual return | 22.84% | 18.94%+3.9pp | 21.16%+1.7pp | 372.94%-350.1pp |
| Employer contribution / active EE | $1,269 | $3,609-64.8% | $3,048-58.4% | $4,751-73.3% |
| Participant deferral / active EE | $10,332 | $5,392+91.6% | $4,738+118.1% | $6,710+54.0% |
| Admin fee / account holder | $0 | $14,026-100.0% | $8,948-100.0% | $11,403-100.0% |