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 | $152,587-100.0% | $125,175-100.0% | $152,861-100.0% |
| Participation rate | 0.0% | 83.3%-83.3pp | 79.8%-79.8pp | 82.4%-82.4pp |
| Annual return | 18.56% | 54.84%-36.3pp | 43.79%-25.2pp | 345.32%-326.8pp |
| Employer contribution / active EE | $4,000 | $4,946-19.1% | $3,865+3.5% | $4,762-16.0% |
| Participant deferral / active EE | $2,399 | $5,868-59.1% | $4,937-51.4% | $5,850-59.0% |
| Admin fee / account holder | $0 | $13,434-100.0% | $9,702-100.0% | $11,596-100.0% |