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 | $108,919-100.0% | $100,391-100.0% | $145,922-100.0% |
| Participation rate | 0.0% | 82.9%-82.9pp | 81.5%-81.5pp | 80.3%-80.3pp |
| Annual return | 14.36% | 57.88%-43.5pp | 49.20%-34.8pp | 561.29%-546.9pp |
| Employer contribution / active EE | $10,079 | $4,419+128.1% | $3,942+155.7% | $4,660+116.3% |
| Participant deferral / active EE | $25,135 | $8,445+197.6% | $8,082+211.0% | $6,688+275.8% |
| Admin fee / account holder | $0 | $9,689-100.0% | $7,899-100.0% | $13,397-100.0% |