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 | $14,880 | $27,915-46.7% | $58,482-74.6% | $75,163-80.2% |
| Participation rate | 15.6% | 38.8%-23.3pp | 50.9%-35.3pp | 67.2%-51.6pp |
| Annual return | 43.01% | 44.20%-1.2pp | 4239.32%-4196.3pp | 160.62%-117.6pp |
| Employer contribution / active EE | $462 | $669-31.0% | $1,053-56.2% | $2,670-82.7% |
| Participant deferral / active EE | $1,245 | $1,201+3.7% | $1,924-35.3% | $4,125-69.8% |
| Admin fee / account holder | $95 | $1,726-94.5% | $2,516-96.2% | $5,651-98.3% |