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 | $32,829 | $34,308-4.3% | $74,701-56.1% | $72,985-55.0% |
| Participation rate | 29.2% | 42.4%-13.2pp | 54.5%-25.3pp | 69.5%-40.3pp |
| Annual return | 35.62% | 26.58%+9.0pp | 752.92%-717.3pp | 81.00%-45.4pp |
| Employer contribution / active EE | $420 | $692-39.3% | $1,084-61.2% | $2,440-82.8% |
| Participant deferral / active EE | $1,745 | $1,271+37.3% | $1,964-11.1% | $3,607-51.6% |
| Admin fee / account holder | $38 | $2,124-98.2% | $3,333-98.9% | $5,124-99.3% |