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 | $23,198 | $34,308-32.4% | $74,701-68.9% | $72,985-68.2% |
| Participation rate | 18.8% | 42.4%-23.6pp | 54.5%-35.7pp | 69.5%-50.7pp |
| Annual return | 22.25% | 26.58%-4.3pp | 752.92%-730.7pp | 81.00%-58.8pp |
| Employer contribution / active EE | $327 | $692-52.7% | $1,084-69.8% | $2,440-86.6% |
| Participant deferral / active EE | $613 | $1,271-51.8% | $1,964-68.8% | $3,607-83.0% |
| Admin fee / account holder | $177 | $2,124-91.6% | $3,333-94.7% | $5,124-96.5% |