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 | $83,902-100.0% | $167,512-100.0% | $84,808-100.0% |
| Participation rate | 0.0% | 66.5%-66.5pp | 77.1%-77.1pp | 68.3%-68.3pp |
| Annual return | 18.49% | 91.55%-73.1pp | 1615.79%-1597.3pp | 40.90%-22.4pp |
| Employer contribution / active EE | $2,132 | $2,264-5.8% | $3,882-45.1% | $2,631-19.0% |
| Participant deferral / active EE | $3,541 | $4,442-20.3% | $6,405-44.7% | $4,212-15.9% |
| Admin fee / account holder | $0 | $7,915-100.0% | $9,769-100.0% | $7,344-100.0% |