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 | $36,786 | $29,667+24.0% | $56,441-34.8% | $80,874-54.5% |
| Participation rate | 30.3% | 41.7%-11.4pp | 52.5%-22.2pp | 67.6%-37.3pp |
| Annual return | 12.47% | 35.22%-22.8pp | 1704.21%-1691.7pp | 35.62%-23.2pp |
| Employer contribution / active EE | $586 | $669-12.4% | $1,039-43.6% | $2,756-78.7% |
| Participant deferral / active EE | $868 | $1,227-29.3% | $1,953-55.6% | $4,297-79.8% |
| Admin fee / account holder | $22 | $2,429-99.1% | $2,829-99.2% | $6,935-99.7% |