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 | $43,067 | $34,308+25.5% | $74,701-42.3% | $72,985-41.0% |
| Participation rate | 19.2% | 42.4%-23.2pp | 54.5%-35.2pp | 69.5%-50.3pp |
| Annual return | 20.01% | 26.58%-6.6pp | 752.92%-732.9pp | 81.00%-61.0pp |
| Employer contribution / active EE | $563 | $692-18.6% | $1,084-48.1% | $2,440-76.9% |
| Participant deferral / active EE | $948 | $1,271-25.4% | $1,964-51.7% | $3,607-73.7% |
| Admin fee / account holder | $0 | $2,124-100.0% | $3,333-100.0% | $5,124-100.0% |