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 | $49,173-100.0% | $121,098-100.0% | $75,163-100.0% |
| Participation rate | 0.0% | 55.4%-55.4pp | 69.5%-69.5pp | 67.2%-67.2pp |
| Annual return | 20.75% | 55.99%-35.2pp | 985.75%-965.0pp | 160.62%-139.9pp |
| Employer contribution / active EE | $3,226 | $1,546+108.7% | $4,164-22.5% | $2,670+20.8% |
| Participant deferral / active EE | $6,638 | $2,628+152.6% | $4,080+62.7% | $4,125+60.9% |
| Admin fee / account holder | $0 | $3,942-100.0% | $5,644-100.0% | $5,651-100.0% |