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 | $105,181-100.0% | $159,436-100.0% | $85,850-100.0% |
| Participation rate | 0.0% | 75.8%-75.8pp | 82.8%-82.8pp | 69.3%-69.3pp |
| Annual return | 16.08% | 45.07%-29.0pp | 263.57%-247.5pp | 318.53%-302.4pp |
| Employer contribution / active EE | $3,412 | $3,318+2.8% | $4,829-29.3% | $2,565+33.0% |
| Participant deferral / active EE | $5,718 | $5,945-3.8% | $7,352-22.2% | $3,952+44.7% |
| Admin fee / account holder | $0 | $6,933-100.0% | $10,799-100.0% | $6,260-100.0% |