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 5-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 | $101,724-100.0% | $164,813-100.0% | $80,856-100.0% |
| Participation rate | 0.0% | 71.8%-71.8pp | 78.6%-78.6pp | 67.6%-67.6pp |
| Annual return | 17.56% | 16.72%+0.8pp | 69.93%-52.4pp | 35.59%-18.0pp |
| Employer contribution / active EE | $1,517 | $2,953-48.6% | $4,341-65.1% | $2,755-44.9% |
| Participant deferral / active EE | $2,614 | $4,477-41.6% | $6,031-56.7% | $4,296-39.1% |
| Admin fee / account holder | $0 | $8,227-100.0% | $12,690-100.0% | $6,918-100.0% |