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 4-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 | $173,340-100.0% | $136,007-100.0% | $145,959-100.0% |
| Participation rate | 0.0% | 80.5%-80.5pp | 76.5%-76.5pp | 80.3%-80.3pp |
| Annual return | 20.51% | 1163.32%-1142.8pp | 579.32%-558.8pp | 561.95%-541.4pp |
| Employer contribution / active EE | $1,264 | $5,275-76.0% | $4,215-70.0% | $4,661-72.9% |
| Participant deferral / active EE | $8,606 | $8,699-1.1% | $7,024+22.5% | $6,689+28.7% |
| Admin fee / account holder | $0 | $9,954-100.0% | $6,858-100.0% | $13,398-100.0% |