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 | $46,219-100.0% | $89,391-100.0% | $90,288-100.0% |
| Participation rate | 0.0% | 44.9%-44.9pp | 68.0%-68.0pp | 73.4%-73.4pp |
| Annual return | 0.00% | 25.71%-25.7pp | 245.62%-245.6pp | 53.97%-54.0pp |
| Employer contribution / active EE | $0 | $953-100.0% | $2,586-100.0% | $2,524-100.0% |
| Participant deferral / active EE | $0 | $2,136-100.0% | $3,890-100.0% | $4,232-100.0% |
| Admin fee / account holder | $0 | $147-100.0% | $4,881-100.0% | $114-100.0% |