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 | $70,587-100.0% | $124,672-100.0% | $85,850-100.0% |
| Participation rate | 0.0% | 64.4%-64.4pp | 74.6%-74.6pp | 69.3%-69.3pp |
| Annual return | 19.17% | 20688.83%-20669.7pp | 5142.93%-5123.8pp | 318.53%-299.4pp |
| Employer contribution / active EE | $1,683 | $1,913-12.0% | $3,324-49.4% | $2,565-34.4% |
| Participant deferral / active EE | $2,426 | $2,969-18.3% | $4,614-47.4% | $3,952-38.6% |
| Admin fee / account holder | $0 | $5,282-100.0% | $7,493-100.0% | $6,260-100.0% |