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 | $128,603-100.0% | $197,124-100.0% | $67,986-100.0% |
| Participation rate | 0.0% | 81.7%-81.7pp | 86.7%-86.7pp | 57.2%-57.2pp |
| Annual return | 21.23% | 23.77%-2.5pp | 44.34%-23.1pp | 31.67%-10.4pp |
| Employer contribution / active EE | $2,404 | $4,379-45.1% | $6,227-61.4% | $2,019+19.1% |
| Participant deferral / active EE | $3,981 | $6,840-41.8% | $9,135-56.4% | $3,358+18.6% |
| Admin fee / account holder | $0 | $3,035-100.0% | $16,298-100.0% | $3,203-100.0% |