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 8-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 | $102,317-100.0% | $146,958-100.0% | $80,856-100.0% |
| Participation rate | 0.0% | 75.8%-75.8pp | 82.2%-82.2pp | 67.6%-67.6pp |
| Annual return | 131.25% | 134.76%-3.5pp | 418.34%-287.1pp | 35.59%+95.7pp |
| Employer contribution / active EE | $2,455 | $3,713-33.9% | $4,933-50.2% | $2,755-10.9% |
| Participant deferral / active EE | $8,818 | $6,644+32.7% | $8,070+9.3% | $4,296+105.3% |
| Admin fee / account holder | $0 | $7,941-100.0% | $12,998-100.0% | $6,918-100.0% |