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 | $67,606-100.0% | $82,313-100.0% | $70,131-100.0% |
| Participation rate | 0.0% | 72.8%-72.8pp | 76.9%-76.9pp | 69.5%-69.5pp |
| Annual return | 20.16% | 21.57%-1.4pp | 25.88%-5.7pp | 73.14%-53.0pp |
| Employer contribution / active EE | $4,116 | $1,755+134.5% | $2,428+69.5% | $2,342+75.7% |
| Participant deferral / active EE | $2,422 | $2,987-18.9% | $3,706-34.6% | $3,332-27.3% |
| Admin fee / account holder | $0 | $4,512-100.0% | $5,608-100.0% | $4,645-100.0% |