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 | $22,018 | $34,308-35.8% | $74,701-70.5% | $72,985-69.8% |
| Participation rate | 24.2% | 42.4%-18.2pp | 54.5%-30.2pp | 69.5%-45.2pp |
| Annual return | 28.59% | 26.58%+2.0pp | 752.92%-724.3pp | 81.00%-52.4pp |
| Employer contribution / active EE | $434 | $692-37.3% | $1,084-60.0% | $2,440-82.2% |
| Participant deferral / active EE | $502 | $1,271-60.5% | $1,964-74.5% | $3,607-86.1% |
| Admin fee / account holder | $212 | $2,124-90.0% | $3,333-93.7% | $5,124-95.9% |