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 | $91,037-100.0% | $71,671-100.0% | $147,584-100.0% |
| Participation rate | 0.0% | 76.1%-76.1pp | 68.7%-68.7pp | 82.8%-82.8pp |
| Annual return | 14.39% | 20.48%-6.1pp | 20.65%-6.3pp | 578.55%-564.2pp |
| Employer contribution / active EE | $5,673 | $3,327+70.5% | $2,460+130.6% | $4,876+16.3% |
| Participant deferral / active EE | $2,975 | $4,498-33.9% | $3,438-13.5% | $5,439-45.3% |
| Admin fee / account holder | $0 | $8,613-100.0% | $5,558-100.0% | $10,885-100.0% |