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 | $65,557-100.0% | $64,056-100.0% | $71,457-100.0% |
| Participation rate | 0.0% | 73.2%-73.2pp | 72.3%-72.3pp | 67.9%-67.9pp |
| Annual return | 15.02% | 18.94%-3.9pp | 33.69%-18.7pp | 28.85%-13.8pp |
| Employer contribution / active EE | $2,098 | $2,669-21.4% | $2,747-23.6% | $2,588-18.9% |
| Participant deferral / active EE | $0 | $3,626-100.0% | $3,880-100.0% | $4,289-100.0% |
| Admin fee / account holder | $0 | $616-100.0% | $3,068-100.0% | $1,587-100.0% |