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 | $27,121 | $34,934-22.4% | $56,411-51.9% | $74,495-63.6% |
| Participation rate | 21.0% | 32.8%-11.8pp | 52.5%-31.5pp | 67.2%-46.2pp |
| Annual return | 19.81% | 25.94%-6.1pp | 1701.33%-1681.5pp | 1364.94%-1345.1pp |
| Employer contribution / active EE | $272 | $609-55.4% | $1,039-73.8% | $2,623-89.6% |
| Participant deferral / active EE | $793 | $1,170-32.3% | $1,952-59.4% | $4,346-81.8% |
| Admin fee / account holder | $122 | $2,364-94.9% | $2,829-95.7% | $1,942-93.7% |