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 | $209,832-100.0% | $189,513-100.0% | $167,490-100.0% |
| Participation rate | 0.0% | 88.7%-88.7pp | 87.8%-87.8pp | 82.1%-82.1pp |
| Annual return | 16.49% | 748.27%-731.8pp | 555.15%-538.7pp | 478.56%-462.1pp |
| Employer contribution / active EE | $6,888 | $6,914-0.4% | $6,162+11.8% | $4,837+42.4% |
| Participant deferral / active EE | $14,012 | $8,935+56.8% | $8,221+70.4% | $6,341+121.0% |
| Admin fee / account holder | $0 | $14,293-100.0% | $12,045-100.0% | $12,309-100.0% |