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 | $44,696 | $34,308+30.3% | $74,701-40.2% | $72,985-38.8% |
| Participation rate | 21.6% | 42.4%-20.8pp | 54.5%-32.8pp | 69.5%-47.9pp |
| Annual return | 24.45% | 26.58%-2.1pp | 752.92%-728.5pp | 81.00%-56.5pp |
| Employer contribution / active EE | $298 | $692-56.8% | $1,084-72.5% | $2,440-87.8% |
| Participant deferral / active EE | $528 | $1,271-58.5% | $1,964-73.1% | $3,607-85.4% |
| Admin fee / account holder | $0 | $2,124-100.0% | $3,333-100.0% | $5,124-100.0% |