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 | $136,179-100.0% | $98,755-100.0% | $167,490-100.0% |
| Participation rate | 0.0% | 70.2%-70.2pp | 65.7%-65.7pp | 82.1%-82.1pp |
| Annual return | 0.00% | 67.53%-67.5pp | 49.91%-49.9pp | 478.56%-478.6pp |
| Employer contribution / active EE | $0 | $2,631-100.0% | $2,067-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $0 | $3,716-100.0% | $3,035-100.0% | $6,341-100.0% |
| Admin fee / account holder | $0 | $5,031-100.0% | $4,076-100.0% | $12,309-100.0% |