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 | $34,660 | $32,037+8.2% | $69,182-49.9% | $62,891-44.9% |
| Participation rate | 6.7% | 43.4%-36.8pp | 55.1%-48.4pp | 69.3%-62.6pp |
| Annual return | 20.81% | 15.16%+5.6pp | -21.93%+42.7pp | 20.14%+0.7pp |
| Employer contribution / active EE | $143 | $679-78.9% | $1,206-88.1% | $2,281-93.7% |
| Participant deferral / active EE | $805 | $1,185-32.1% | $1,897-57.5% | $3,203-74.9% |
| Admin fee / account holder | $0 | $2,608-100.0% | $2,697-100.0% | $4,296-100.0% |