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 | $55,706-100.0% | $75,886-100.0% | $72,985-100.0% |
| Participation rate | 0.0% | 61.1%-61.1pp | 69.3%-69.3pp | 69.5%-69.5pp |
| Annual return | 18.87% | 27.59%-8.7pp | 30.76%-11.9pp | 81.00%-62.1pp |
| Employer contribution / active EE | $720 | $1,687-57.3% | $2,500-71.2% | $2,440-70.5% |
| Participant deferral / active EE | $2,305 | $2,634-12.5% | $3,603-36.0% | $3,607-36.1% |
| Admin fee / account holder | $0 | $3,978-100.0% | $5,418-100.0% | $5,124-100.0% |