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 6-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 | $150,187-100.0% | $120,354-100.0% | $145,922-100.0% |
| Participation rate | 0.0% | 78.8%-78.8pp | 71.9%-71.9pp | 80.3%-80.3pp |
| Annual return | 14.31% | 154.07%-139.8pp | 107.15%-92.8pp | 561.29%-547.0pp |
| Employer contribution / active EE | $2,197 | $4,348-49.5% | $3,463-36.6% | $4,660-52.9% |
| Participant deferral / active EE | $13,899 | $6,173+125.2% | $4,991+178.5% | $6,688+107.8% |
| Admin fee / account holder | $0 | $12,207-100.0% | $9,423-100.0% | $13,397-100.0% |