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.
See 1 actuary disclosure. $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 | $254,510-100.0% | - | $254,510-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 43.0%-43.0pp |
| Annual return | 6.65% | 5.89%+0.8pp | 6.53%+0.1pp | 259.13%-252.5pp |
| Employer contribution / active EE | $33,333 | $46,217-27.9% | $36,884-9.6% | $41,469-19.6% |
| Participant deferral / active EE | $0 | $0 | $0 | $153-100.0% |
| Admin fee / account holder | $0 | $21,546-100.0% | - | $21,546-100.0% |