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 | $158,398-100.0% | $126,539-100.0% | $142,382-100.0% |
| Participation rate | 0.0% | 75.8%-75.8pp | 69.8%-69.8pp | 80.1%-80.1pp |
| Annual return | 10.37% | 593.76%-583.4pp | 425.95%-415.6pp | 217.08%-206.7pp |
| Employer contribution / active EE | $721 | $4,650-84.5% | $3,674-80.4% | $4,299-83.2% |
| Participant deferral / active EE | $1,258 | $4,767-73.6% | $4,083-69.2% | $6,507-80.7% |
| Admin fee / account holder | $0 | $6,918-100.0% | $6,065-100.0% | $12,624-100.0% |