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 | $53,162-100.0% | $91,220-100.0% | $68,494-100.0% |
| Participation rate | 0.0% | 63.2%-63.2pp | 73.2%-73.2pp | 67.9%-67.9pp |
| Annual return | -15.34% | -3.14%-12.2pp | 114.01%-129.4pp | -7.84%-7.5pp |
| Employer contribution / active EE | $933 | $1,709-45.4% | $2,850-67.3% | $2,596-64.1% |
| Participant deferral / active EE | $2,333 | $2,974-21.6% | $4,234-44.9% | $4,027-42.1% |
| Admin fee / account holder | $0 | $4,493-100.0% | $5,420-100.0% | $5,403-100.0% |