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 7-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 | $56,897-100.0% | $84,750-100.0% | $62,891-100.0% |
| Participation rate | 0.0% | 68.5%-68.5pp | 76.6%-76.6pp | 69.3%-69.3pp |
| Annual return | 0.00% | 6.30%-6.3pp | 22.78%-22.8pp | 20.14%-20.1pp |
| Employer contribution / active EE | $733 | $2,400-69.4% | $3,574-79.5% | $2,281-67.8% |
| Participant deferral / active EE | $1,267 | $2,709-53.2% | $3,712-65.9% | $3,203-60.4% |
| Admin fee / account holder | $0 | $3,581-100.0% | $5,332-100.0% | $4,296-100.0% |