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 8-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 | $99,918-100.0% | $81,382-100.0% | $145,922-100.0% |
| Participation rate | 0.0% | 74.2%-74.2pp | 69.5%-69.5pp | 80.3%-80.3pp |
| Annual return | 8.59% | 34.32%-25.7pp | 24.73%-16.1pp | 561.29%-552.7pp |
| Employer contribution / active EE | $4,606 | $2,978+54.7% | $2,463+87.0% | $4,660-1.1% |
| Participant deferral / active EE | $6,973 | $4,605+51.4% | $3,883+79.6% | $6,688+4.3% |
| Admin fee / account holder | $0 | $8,212-100.0% | $5,768-100.0% | $13,397-100.0% |