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 | $935,851-100.0% | $865,637-100.0% | $474,542-100.0% |
| Participation rate | 0.0% | 88.2%-88.2pp | 80.9%-80.9pp | 87.2%-87.2pp |
| Annual return | 0.00% | 12.28%-12.3pp | 10.03%-10.0pp | 7.51%-7.5pp |
| Employer contribution / active EE | $0 | $25,736-100.0% | $24,586-100.0% | $27,752-100.0% |
| Participant deferral / active EE | $0 | $4,171-100.0% | $4,220-100.0% | $6,403-100.0% |
| Admin fee / account holder | $0 | $14,646-100.0% | $13,124-100.0% | $6,133-100.0% |