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 | $8,394 | $34,308-75.5% | $74,701-88.8% | $72,985-88.5% |
| Participation rate | 5.0% | 42.4%-37.4pp | 54.5%-49.5pp | 69.5%-64.5pp |
| Annual return | 28.24% | 26.58%+1.7pp | 752.92%-724.7pp | 81.00%-52.8pp |
| Employer contribution / active EE | $0 | $692-100.0% | $1,084-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $436 | $1,271-65.7% | $1,964-77.8% | $3,607-87.9% |
| Admin fee / account holder | $0 | $2,124-100.0% | $3,333-100.0% | $5,124-100.0% |