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 | $18,070 | $27,915-35.3% | $58,482-69.1% | $75,163-76.0% |
| Participation rate | 56.0% | 38.8%+17.2pp | 50.9%+5.1pp | 67.2%-11.2pp |
| Annual return | 16.55% | 44.20%-27.6pp | 4239.32%-4222.8pp | 160.62%-144.1pp |
| Employer contribution / active EE | $287 | $669-57.1% | $1,053-72.8% | $2,670-89.3% |
| Participant deferral / active EE | $975 | $1,201-18.9% | $1,924-49.3% | $4,125-76.4% |
| Admin fee / account holder | $232 | $1,726-86.6% | $2,516-90.8% | $5,651-95.9% |