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 | $97,744-100.0% | $103,476-100.0% | $145,922-100.0% |
| Participation rate | 0.0% | 81.1%-81.1pp | 80.5%-80.5pp | 80.3%-80.3pp |
| Annual return | 9.68% | 25.41%-15.7pp | 23.90%-14.2pp | 561.29%-551.6pp |
| Employer contribution / active EE | $7,315 | $4,677+56.4% | $4,672+56.6% | $4,660+57.0% |
| Participant deferral / active EE | $4,091 | $6,603-38.1% | $6,623-38.2% | $6,688-38.8% |
| Admin fee / account holder | $0 | $12,515-100.0% | $9,413-100.0% | $13,397-100.0% |