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 | $72,404-100.0% | $110,238-100.0% | $64,186-100.0% |
| Participation rate | 0.0% | 73.3%-73.3pp | 79.8%-79.8pp | 69.6%-69.6pp |
| Annual return | -6.64% | -6.29%-0.4pp | 314.74%-321.4pp | 7.63%-14.3pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,826-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,358 | $3,469-32.0% | $4,672-49.5% | $3,470-32.0% |
| Admin fee / account holder | $0 | $5,664-100.0% | $8,547-100.0% | $4,888-100.0% |