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 | $173,345-100.0% | $136,007-100.0% | $145,922-100.0% |
| Participation rate | 0.0% | 80.5%-80.5pp | 76.5%-76.5pp | 80.3%-80.3pp |
| Annual return | 13.56% | 1163.32%-1149.8pp | 579.32%-565.8pp | 561.29%-547.7pp |
| Employer contribution / active EE | $5,488 | $5,278+4.0% | $4,217+30.2% | $4,660+17.8% |
| Participant deferral / active EE | $13,660 | $8,699+57.0% | $7,025+94.5% | $6,688+104.3% |
| Admin fee / account holder | $0 | $9,954-100.0% | $6,858-100.0% | $13,397-100.0% |