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 | $26,654 | $45,566-41.5% | $64,105-58.4% | $59,632-55.3% |
| Participation rate | 46.2% | 60.2%-14.0pp | 68.2%-22.0pp | 68.7%-22.5pp |
| Annual return | 149.08% | 4.95%+144.1pp | 791.24%-642.2pp | 2041.28%-1892.2pp |
| Employer contribution / active EE | $752 | $934-19.5% | $1,820-58.7% | $2,203-65.9% |
| Participant deferral / active EE | $1,115 | $2,057-45.8% | $2,822-60.5% | $3,192-65.1% |
| Admin fee / account holder | $90 | $3,268-97.2% | $4,499-98.0% | $4,297-97.9% |