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 | $22,847 | $34,308-33.4% | $74,701-69.4% | $72,985-68.7% |
| Participation rate | 36.7% | 42.4%-5.7pp | 54.5%-17.8pp | 69.5%-32.8pp |
| Annual return | 22.58% | 26.58%-4.0pp | 752.92%-730.3pp | 81.00%-58.4pp |
| Employer contribution / active EE | $438 | $692-36.6% | $1,084-59.5% | $2,440-82.0% |
| Participant deferral / active EE | $1,242 | $1,271-2.3% | $1,964-36.7% | $3,607-65.6% |
| Admin fee / account holder | $0 | $2,124-100.0% | $3,333-100.0% | $5,124-100.0% |