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 | $118,849-100.0% | $96,562-100.0% | $167,490-100.0% |
| Participation rate | 0.0% | 75.5%-75.5pp | 69.8%-69.8pp | 82.1%-82.1pp |
| Annual return | 26.24% | 50.49%-24.2pp | 37.78%-11.5pp | 478.56%-452.3pp |
| Employer contribution / active EE | $3,900 | $3,120+25.0% | $2,356+65.5% | $4,837-19.4% |
| Participant deferral / active EE | $2,246 | $4,616-51.3% | $3,849-41.6% | $6,341-64.6% |
| Admin fee / account holder | $0 | $8,065-100.0% | $6,181-100.0% | $12,309-100.0% |