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 | $66,302-100.0% | $110,238-100.0% | $56,287-100.0% |
| Participation rate | 0.0% | 74.9%-74.9pp | 79.8%-79.8pp | 69.9%-69.9pp |
| Annual return | 11.45% | -1.18%+12.6pp | 314.74%-303.3pp | -9.96%+21.4pp |
| Employer contribution / active EE | $2,291 | $2,047+11.9% | $3,826-40.1% | $2,111+8.5% |
| Participant deferral / active EE | $4,083 | $3,381+20.8% | $4,672-12.6% | $3,350+21.9% |
| Admin fee / account holder | $0 | $698-100.0% | $8,547-100.0% | $521-100.0% |