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 | $127,386-100.0% | $115,037-100.0% | $125,391-100.0% |
| Participation rate | 0.0% | 84.2%-84.2pp | 81.4%-81.4pp | 83.2%-83.2pp |
| Annual return | 0.29% | 31.28%-31.0pp | 26.14%-25.8pp | 282.22%-281.9pp |
| Employer contribution / active EE | $1,495 | $5,166-71.1% | $4,608-67.6% | $4,866-69.3% |
| Participant deferral / active EE | $7,912 | $6,423+23.2% | $6,026+31.3% | $5,352+47.8% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |