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 | $32,979 | $108,642-69.6% | $74,701-55.9% | $152,861-78.4% |
| Participation rate | 46.7% | 65.3%-18.7pp | 54.5%-7.8pp | 82.4%-35.8pp |
| Annual return | 28.75% | 114.06%-85.3pp | 752.92%-724.2pp | 345.32%-316.6pp |
| Employer contribution / active EE | $464 | $1,503-69.1% | $1,084-57.2% | $4,762-90.3% |
| Participant deferral / active EE | $471 | $2,712-82.6% | $1,964-76.0% | $5,850-91.9% |
| Admin fee / account holder | $0 | $4,902-100.0% | $3,333-100.0% | $11,596-100.0% |