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 | $53,162-100.0% | $91,220-100.0% | $68,494-100.0% |
| Participation rate | 0.0% | 63.2%-63.2pp | 73.2%-73.2pp | 67.9%-67.9pp |
| Annual return | -17.61% | -3.14%-14.5pp | 114.01%-131.6pp | -7.84%-9.8pp |
| Employer contribution / active EE | $423 | $1,709-75.2% | $2,850-85.1% | $2,596-83.7% |
| Participant deferral / active EE | $3,028 | $2,974+1.8% | $4,234-28.5% | $4,027-24.8% |
| Admin fee / account holder | $0 | $4,493-100.0% | $5,420-100.0% | $5,403-100.0% |