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 | $59,839-100.0% | $81,983-100.0% | $79,858-100.0% |
| Participation rate | 0.0% | 61.6%-61.6pp | 69.2%-69.2pp | 69.6%-69.6pp |
| Annual return | 14.94% | 17.56%-2.6pp | 41.31%-26.4pp | 31.71%-16.8pp |
| Employer contribution / active EE | $1,231 | $1,713-28.2% | $2,498-50.7% | $2,471-50.2% |
| Participant deferral / active EE | $2,504 | $2,695-7.1% | $3,722-32.7% | $3,740-33.1% |
| Admin fee / account holder | $0 | $4,287-100.0% | $5,664-100.0% | $5,306-100.0% |