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 | $14,260 | $27,915-48.9% | $58,482-75.6% | $75,163-81.0% |
| Participation rate | 17.9% | 38.8%-20.9pp | 50.9%-32.9pp | 67.2%-49.2pp |
| Annual return | 21.87% | 44.20%-22.3pp | 4239.32%-4217.4pp | 160.62%-138.7pp |
| Employer contribution / active EE | $307 | $669-54.1% | $1,053-70.9% | $2,670-88.5% |
| Participant deferral / active EE | $384 | $1,201-68.1% | $1,924-80.1% | $4,125-90.7% |
| Admin fee / account holder | $6 | $1,726-99.7% | $2,516-99.8% | $5,651-99.9% |