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 | $76,738-100.0% | $56,411-100.0% | $145,922-100.0% |
| Participation rate | 0.0% | 63.2%-63.2pp | 52.5%-52.5pp | 80.3%-80.3pp |
| Annual return | 7.52% | 2994.23%-2986.7pp | 1701.33%-1693.8pp | 561.29%-553.8pp |
| Employer contribution / active EE | $152 | $1,380-89.0% | $1,039-85.4% | $4,660-96.7% |
| Participant deferral / active EE | $1,140 | $2,623-56.5% | $1,952-41.6% | $6,688-83.0% |
| Admin fee / account holder | $0 | $3,334-100.0% | $2,829-100.0% | $13,397-100.0% |