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 6-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 | $102,616-100.0% | $81,983-100.0% | $158,922-100.0% |
| Participation rate | 0.0% | 75.5%-75.5pp | 69.2%-69.2pp | 82.0%-82.0pp |
| Annual return | 110.72% | 61.04%+49.7pp | 41.31%+69.4pp | 302.83%-192.1pp |
| Employer contribution / active EE | $1,511 | $3,240-53.4% | $2,498-39.5% | $4,761-68.3% |
| Participant deferral / active EE | $4,814 | $4,648+3.6% | $3,722+29.3% | $5,982-19.5% |
| Admin fee / account holder | $0 | $8,235-100.0% | $5,664-100.0% | $11,246-100.0% |