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 6-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 | $106,749-100.0% | $145,433-100.0% | $82,448-100.0% |
| Participation rate | 0.0% | 75.6%-75.6pp | 82.1%-82.1pp | 68.1%-68.1pp |
| Annual return | 21.37% | 27.59%-6.2pp | 66.58%-45.2pp | 41.64%-20.3pp |
| Employer contribution / active EE | $6,595 | $3,444+91.5% | $4,554+44.8% | $2,551+158.5% |
| Participant deferral / active EE | $12,618 | $6,519+93.6% | $7,897+59.8% | $4,139+204.8% |
| Admin fee / account holder | $0 | $8,390-100.0% | $13,129-100.0% | $7,234-100.0% |