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 | $42,810-100.0% | $169,463-100.0% | $55,725-100.0% |
| Participation rate | 0.0% | 64.7%-64.7pp | 77.8%-77.8pp | 70.9%-70.9pp |
| Annual return | 0.00% | -3.61%+3.6pp | 1.83%-1.8pp | 244.93%-244.9pp |
| Employer contribution / active EE | $0 | $1,402-100.0% | $4,159-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $0 | $3,141-100.0% | $5,277-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $106-100.0% | $9,109-100.0% | $115-100.0% |