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 8-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 | $52,279-100.0% | $89,391-100.0% | $79,858-100.0% |
| Participation rate | 0.0% | 57.5%-57.5pp | 68.0%-68.0pp | 69.6%-69.6pp |
| Annual return | 21.72% | 22.16%-0.4pp | 245.62%-223.9pp | 31.71%-10.0pp |
| Employer contribution / active EE | $1,028 | $1,572-34.6% | $2,586-60.2% | $2,471-58.4% |
| Participant deferral / active EE | $2,142 | $2,740-21.8% | $3,890-44.9% | $3,740-42.7% |
| Admin fee / account holder | $0 | $3,356-100.0% | $4,881-100.0% | $5,306-100.0% |