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 | $73,638-100.0% | $108,410-100.0% | $79,386-100.0% |
| Participation rate | 0.0% | 77.4%-77.4pp | 80.1%-80.1pp | 70.7%-70.7pp |
| Annual return | 0.00% | 33.27%-33.3pp | 905.27%-905.3pp | 116.85%-116.9pp |
| Employer contribution / active EE | $0 | $2,397-100.0% | $3,558-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $0 | $6,218-100.0% | $6,563-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $638-100.0% | $7,295-100.0% | $626-100.0% |