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 7-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 | $69,207-100.0% | $64,056-100.0% | $139,434-100.0% |
| Participation rate | 0.0% | 75.6%-75.6pp | 72.3%-72.3pp | 80.3%-80.3pp |
| Annual return | 57.62% | 45.88%+11.7pp | 33.69%+23.9pp | 372.94%-315.3pp |
| Employer contribution / active EE | $1,281 | $3,182-59.8% | $2,747-53.4% | $4,751-73.0% |
| Participant deferral / active EE | $1,792 | $4,682-61.7% | $3,880-53.8% | $6,710-73.3% |
| Admin fee / account holder | $0 | $4,244-100.0% | $3,068-100.0% | $11,403-100.0% |