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 | $957,623-100.0% | $927,953-100.0% | $581,964-100.0% |
| Participation rate | 0.0% | 94.4%-94.4pp | 93.5%-93.5pp | 87.9%-87.9pp |
| Annual return | 0.00% | 6.72%-6.7pp | 5.36%-5.4pp | 19.66%-19.7pp |
| Employer contribution / active EE | $0 | $24,652-100.0% | $24,118-100.0% | $21,011-100.0% |
| Participant deferral / active EE | $0 | $4,656-100.0% | $4,634-100.0% | $8,361-100.0% |
| Admin fee / account holder | $0 | $57,396-100.0% | $55,107-100.0% | $49,887-100.0% |