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 | $56,114-100.0% | $96,139-100.0% | $85,850-100.0% |
| Participation rate | 0.0% | 56.7%-56.7pp | 68.4%-68.4pp | 69.3%-69.3pp |
| Annual return | 12.87% | 42.30%-29.4pp | 191.94%-179.1pp | 318.53%-305.7pp |
| Employer contribution / active EE | $1,817 | $1,620+12.2% | $2,797-35.0% | $2,565-29.1% |
| Participant deferral / active EE | $3,093 | $2,859+8.2% | $4,349-28.9% | $3,952-21.7% |
| Admin fee / account holder | $0 | $3,768-100.0% | $5,537-100.0% | $6,260-100.0% |