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 4-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 | $118,427-100.0% | $66,042-100.0% | $142,382-100.0% |
| Participation rate | 0.0% | 68.1%-68.1pp | 67.5%-67.5pp | 80.1%-80.1pp |
| Annual return | 15.88% | 35.57%-19.7pp | 52.11%-36.2pp | 217.08%-201.2pp |
| Employer contribution / active EE | $1,882 | $2,570-26.8% | $1,579+19.2% | $4,299-56.2% |
| Participant deferral / active EE | $35,355 | $4,311+720.1% | $2,835+1146.9% | $6,507+443.3% |
| Admin fee / account holder | $0 | $9,593-100.0% | $5,747-100.0% | $12,624-100.0% |