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 | $14,160 | $34,308-58.7% | $74,701-81.0% | $72,985-80.6% |
| Participation rate | 34.5% | 42.4%-7.9pp | 54.5%-20.0pp | 69.5%-35.0pp |
| Annual return | 24.33% | 26.58%-2.2pp | 752.92%-728.6pp | 81.00%-56.7pp |
| Employer contribution / active EE | $544 | $692-21.3% | $1,084-49.8% | $2,440-77.7% |
| Participant deferral / active EE | $709 | $1,271-44.2% | $1,964-63.9% | $3,607-80.3% |
| Admin fee / account holder | $210 | $2,124-90.1% | $3,333-93.7% | $5,124-95.9% |