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.
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 | $52,198-100.0% | $943,036-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 11.0%-11.0pp | 9.1%-9.1pp | 11.0%-11.0pp |
| Annual return | 8.12% | 8.23%-0.1pp | 5.62%+2.5pp | 8.23%-0.1pp |
| Employer contribution / active EE | $33,091 | $13,859+138.8% | $37,825-12.5% | $13,859+138.8% |
| Participant deferral / active EE | $0 | $61-100.0% | $0 | $61-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $0 | $1,652-100.0% |