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 | $55,453-100.0% | $170,442-100.0% | $62,292-100.0% |
| Participation rate | 0.0% | 66.4%-66.4pp | 83.6%-83.6pp | 69.5%-69.5pp |
| Annual return | 13.29% | 21.38%-8.1pp | 205.93%-192.6pp | 28.90%-15.6pp |
| Employer contribution / active EE | $892 | $2,164-58.8% | $5,433-83.6% | $2,042-56.3% |
| Participant deferral / active EE | $2,677 | $2,303+16.3% | $4,939-45.8% | $3,169-15.5% |
| Admin fee / account holder | $0 | $455-100.0% | $13,880-100.0% | $479-100.0% |