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 | $169,032-100.0% | $129,207-100.0% | $145,922-100.0% |
| Participation rate | 0.0% | 76.4%-76.4pp | 69.6%-69.6pp | 80.3%-80.3pp |
| Annual return | 15.33% | 14330.11%-14314.8pp | 9417.33%-9402.0pp | 561.29%-546.0pp |
| Employer contribution / active EE | $537 | $5,537-90.3% | $4,153-87.1% | $4,660-88.5% |
| Participant deferral / active EE | $1,821 | $4,987-63.5% | $4,168-56.3% | $6,688-72.8% |
| Admin fee / account holder | $0 | $9,954-100.0% | $7,715-100.0% | $13,397-100.0% |