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 | $61,712 | $108,642-43.2% | $74,701-17.4% | $152,861-59.6% |
| Participation rate | 37.5% | 65.3%-27.8pp | 54.5%-17.0pp | 82.4%-44.9pp |
| Annual return | 14.40% | 114.06%-99.7pp | 752.92%-738.5pp | 345.32%-330.9pp |
| Employer contribution / active EE | $241 | $1,503-83.9% | $1,084-77.7% | $4,762-94.9% |
| Participant deferral / active EE | $433 | $2,712-84.0% | $1,964-77.9% | $5,850-92.6% |
| Admin fee / account holder | $83 | $4,902-98.3% | $3,333-97.5% | $11,596-99.3% |