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 | $43,117 | $85,202-49.4% | $172,739-75.0% | $72,985-40.9% |
| Participation rate | 36.7% | 70.1%-33.4pp | 82.6%-46.0pp | 69.5%-32.8pp |
| Annual return | 22.67% | 27.32%-4.7pp | 802.84%-780.2pp | 81.00%-58.3pp |
| Employer contribution / active EE | $585 | $3,324-82.4% | $5,143-88.6% | $2,440-76.0% |
| Participant deferral / active EE | $1,468 | $3,260-55.0% | $5,198-71.8% | $3,607-59.3% |
| Admin fee / account holder | $7 | $5,884-99.9% | $13,954-99.9% | $5,124-99.9% |