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 | $64,324-100.0% | $118,925-100.0% | $79,858-100.0% |
| Participation rate | 0.0% | 64.9%-64.9pp | 75.4%-75.4pp | 69.6%-69.6pp |
| Annual return | 14.80% | 86.45%-71.6pp | 35.88%-21.1pp | 31.71%-16.9pp |
| Employer contribution / active EE | $1,072 | $1,836-41.6% | $3,263-67.1% | $2,471-56.6% |
| Participant deferral / active EE | $2,393 | $2,824-15.3% | $4,265-43.9% | $3,740-36.0% |
| Admin fee / account holder | $0 | $4,040-100.0% | $6,581-100.0% | $5,306-100.0% |