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 | $32,663 | $27,915+17.0% | $58,482-44.1% | $75,163-56.5% |
| Participation rate | 6.7% | 38.8%-32.2pp | 50.9%-44.2pp | 67.2%-60.5pp |
| Annual return | 33.67% | 44.20%-10.5pp | 4239.32%-4205.6pp | 160.62%-126.9pp |
| Employer contribution / active EE | $303 | $669-54.7% | $1,053-71.2% | $2,670-88.6% |
| Participant deferral / active EE | $303 | $1,201-74.8% | $1,924-84.2% | $4,125-92.7% |
| Admin fee / account holder | $225 | $1,726-86.9% | $2,516-91.0% | $5,651-96.0% |