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 3-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 | $172,111-100.0% | $150,298-100.0% | $137,256-100.0% |
| Participation rate | 0.0% | 81.7%-81.7pp | 77.8%-77.8pp | 80.0%-80.0pp |
| Annual return | 16.41% | 69.37%-53.0pp | 62.79%-46.4pp | 220.34%-203.9pp |
| Employer contribution / active EE | $2,250 | $4,636-51.5% | $4,154-45.8% | $4,156-45.9% |
| Participant deferral / active EE | $8,100 | $6,166+31.4% | $5,453+48.6% | $6,407+26.4% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |