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 | $32,037-100.0% | $69,182-100.0% | $62,891-100.0% |
| Participation rate | 0.0% | 43.4%-43.4pp | 55.1%-55.1pp | 69.3%-69.3pp |
| Annual return | 6.30% | 15.16%-8.9pp | -21.93%+28.2pp | 20.14%-13.8pp |
| Employer contribution / active EE | $0 | $679-100.0% | $1,206-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $610 | $1,185-48.5% | $1,897-67.8% | $3,203-80.9% |
| Admin fee / account holder | $0 | $2,608-100.0% | $2,697-100.0% | $4,296-100.0% |