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 7-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 | $167,484-100.0% | $151,611-100.0% | $134,475-100.0% |
| Participation rate | 0.0% | 88.4%-88.4pp | 87.5%-87.5pp | 81.2%-81.2pp |
| Annual return | -17.07% | 7.80%-24.9pp | 3.33%-20.4pp | 417.96%-435.0pp |
| Employer contribution / active EE | $40,500 | $6,829+493.0% | $6,166+556.8% | $4,740+754.5% |
| Participant deferral / active EE | $20,500 | $8,986+128.1% | $8,363+145.1% | $6,400+220.3% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |