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 | $180,449-100.0% | $154,107-100.0% | $135,375-100.0% |
| Participation rate | 0.0% | 87.4%-87.4pp | 83.0%-83.0pp | 82.6%-82.6pp |
| Annual return | 34.45% | 888.09%-853.6pp | 735.12%-700.7pp | 519.73%-485.3pp |
| Employer contribution / active EE | $1,513 | $6,035-74.9% | $5,298-71.4% | $4,779-68.3% |
| Participant deferral / active EE | $5,456 | $5,806-6.0% | $5,081+7.4% | $5,609-2.7% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |