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 | $99,341-100.0% | $84,750-100.0% | $273,961-100.0% |
| Participation rate | 0.0% | 80.7%-80.7pp | 76.6%-76.6pp | 83.0%-83.0pp |
| Annual return | 43.58% | 22.93%+20.7pp | 22.78%+20.8pp | 41.45%+2.1pp |
| Employer contribution / active EE | $2,259 | $4,214-46.4% | $3,574-36.8% | $4,869-53.6% |
| Participant deferral / active EE | $8,880 | $4,269+108.0% | $3,712+139.2% | $5,287+68.0% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |