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 10-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 | $152,509-100.0% | $117,472-100.0% | $134,475-100.0% |
| Participation rate | 0.0% | 77.1%-77.1pp | 70.6%-70.6pp | 81.2%-81.2pp |
| Annual return | -9.75% | 52.99%-62.7pp | 29.74%-39.5pp | 417.96%-427.7pp |
| Employer contribution / active EE | $677 | $5,571-87.9% | $4,176-83.8% | $4,740-85.7% |
| Participant deferral / active EE | $726 | $4,818-84.9% | $4,070-82.2% | $6,400-88.7% |
| Admin fee / account holder | $0 | $7,004-100.0% | $5,645-100.0% | $11,426-100.0% |