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 9-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 | $114,237-100.0% | $119,258-100.0% | $167,490-100.0% |
| Participation rate | 0.0% | 83.7%-83.7pp | 82.7%-82.7pp | 82.1%-82.1pp |
| Annual return | 13.20% | 29.87%-16.7pp | 30.69%-17.5pp | 478.56%-465.4pp |
| Employer contribution / active EE | $3,461 | $4,481-22.8% | $4,384-21.1% | $4,837-28.4% |
| Participant deferral / active EE | $2,173 | $6,084-64.3% | $6,111-64.4% | $6,341-65.7% |
| Admin fee / account holder | $0 | $8,932-100.0% | $7,226-100.0% | $12,309-100.0% |