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 8-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 | $54,229-100.0% | $70,092-100.0% | $68,494-100.0% |
| Participation rate | 0.0% | 64.5%-64.5pp | 70.5%-70.5pp | 67.9%-67.9pp |
| Annual return | -17.42% | -13.87%-3.6pp | 190.73%-208.2pp | -7.84%-9.6pp |
| Employer contribution / active EE | $1,021 | $2,018-49.4% | $2,559-60.1% | $2,596-60.7% |
| Participant deferral / active EE | $2,090 | $2,956-29.3% | $3,849-45.7% | $4,027-48.1% |
| Admin fee / account holder | $0 | $4,694-100.0% | $6,267-100.0% | $5,403-100.0% |