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 | $49,806 | $34,308+45.2% | $74,701-33.3% | $72,985-31.8% |
| Participation rate | 36.8% | 42.4%-5.6pp | 54.5%-17.6pp | 69.5%-32.6pp |
| Annual return | 25.35% | 26.58%-1.2pp | 752.92%-727.6pp | 81.00%-55.7pp |
| Employer contribution / active EE | $345 | $692-50.1% | $1,084-68.2% | $2,440-85.9% |
| Participant deferral / active EE | $1,574 | $1,271+23.8% | $1,964-19.8% | $3,607-56.4% |
| Admin fee / account holder | $32 | $2,124-98.5% | $3,333-99.0% | $5,124-99.4% |