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 4-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 | $59,417-100.0% | $93,606-100.0% | $74,495-100.0% |
| Participation rate | 0.0% | 59.7%-59.7pp | 68.7%-68.7pp | 67.2%-67.2pp |
| Annual return | 35.84% | 81.83%-46.0pp | 133.20%-97.4pp | 1364.94%-1329.1pp |
| Employer contribution / active EE | $547 | $1,264-56.7% | $2,420-77.4% | $2,623-79.2% |
| Participant deferral / active EE | $2,256 | $3,050-26.0% | $4,411-48.9% | $4,346-48.1% |
| Admin fee / account holder | $0 | $3,021-100.0% | $8,285-100.0% | $1,942-100.0% |