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 9-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 | $99,921-100.0% | $85,009-100.0% | $145,959-100.0% |
| Participation rate | 0.0% | 74.1%-74.1pp | 67.5%-67.5pp | 80.3%-80.3pp |
| Annual return | 23.85% | 83.89%-60.0pp | 66.47%-42.6pp | 561.95%-538.1pp |
| Employer contribution / active EE | $7,446 | $3,233+130.3% | $2,728+172.9% | $4,661+59.8% |
| Participant deferral / active EE | $8,036 | $5,293+51.8% | $4,522+77.7% | $6,689+20.1% |
| Admin fee / account holder | $0 | $7,252-100.0% | $6,153-100.0% | $13,398-100.0% |