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 | $38,748 | $104,486-62.9% | $76,817-49.6% | $152,861-74.7% |
| Participation rate | 40.0% | 76.6%-36.6pp | 72.1%-32.1pp | 82.4%-42.4pp |
| Annual return | 22.17% | 1013.37%-991.2pp | 1166.11%-1143.9pp | 345.32%-323.1pp |
| Employer contribution / active EE | $809 | $3,116-74.0% | $2,302-64.9% | $4,762-83.0% |
| Participant deferral / active EE | $1,280 | $4,236-69.8% | $3,336-61.6% | $5,850-78.1% |
| Admin fee / account holder | $0 | $12,275-100.0% | $6,420-100.0% | $11,596-100.0% |