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 | $202,318-100.0% | $172,739-100.0% | $152,861-100.0% |
| Participation rate | 0.0% | 87.1%-87.1pp | 82.6%-82.6pp | 82.4%-82.4pp |
| Annual return | 26.03% | 1029.65%-1003.6pp | 802.84%-776.8pp | 345.32%-319.3pp |
| Employer contribution / active EE | $6,150 | $5,856+5.0% | $5,143+19.6% | $4,762+29.1% |
| Participant deferral / active EE | $7,013 | $5,948+17.9% | $5,198+34.9% | $5,850+19.9% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |