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.
See 1 actuary disclosure. $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 | $102,171-100.0% | $98,742-100.0% | $286,844-100.0% |
| Participation rate | 0.0% | 43.8%-43.8pp | 30.7%-30.7pp | 37.6%-37.6pp |
| Annual return | 5.86% | 8.03%-2.2pp | 7.86%-2.0pp | 9.30%-3.4pp |
| Employer contribution / active EE | $20,000 | $41,786-52.1% | $39,100-48.8% | $43,742-54.3% |
| Participant deferral / active EE | $0 | $48-100.0% | $45-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $4,272-100.0% | $15,347-100.0% | $12,596-100.0% |