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 8-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 | $72,277-100.0% | $101,248-100.0% | $79,858-100.0% |
| Participation rate | 0.0% | 68.5%-68.5pp | 75.8%-75.8pp | 69.6%-69.6pp |
| Annual return | 17.94% | 22.30%-4.4pp | 46.47%-28.5pp | 31.71%-13.8pp |
| Employer contribution / active EE | $1,237 | $2,692-54.0% | $3,660-66.2% | $2,471-49.9% |
| Participant deferral / active EE | $1,681 | $3,282-48.8% | $4,370-61.5% | $3,740-55.1% |
| Admin fee / account holder | $0 | $4,400-100.0% | $5,945-100.0% | $5,306-100.0% |