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 | $22,300 | $82,630-73.0% | $64,105-65.2% | $125,391-82.2% |
| Participation rate | 54.5% | 75.9%-21.3pp | 68.2%-13.6pp | 83.2%-28.6pp |
| Annual return | 40.61% | 1489.72%-1449.1pp | 791.24%-750.6pp | 282.22%-241.6pp |
| Employer contribution / active EE | $459 | $2,671-82.8% | $1,820-74.8% | $4,866-90.6% |
| Participant deferral / active EE | $1,249 | $3,608-65.4% | $2,822-55.7% | $5,352-76.7% |
| Admin fee / account holder | $37 | $6,382-99.4% | $4,499-99.2% | $9,540-99.6% |