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 | $36,209 | $108,642-66.7% | $74,701-51.5% | $152,861-76.3% |
| Participation rate | 18.8% | 65.3%-46.6pp | 54.5%-35.7pp | 82.4%-63.7pp |
| Annual return | 25.12% | 114.06%-88.9pp | 752.92%-727.8pp | 345.32%-320.2pp |
| Employer contribution / active EE | $192 | $1,503-87.2% | $1,084-82.3% | $4,762-96.0% |
| Participant deferral / active EE | $426 | $2,712-84.3% | $1,964-78.3% | $5,850-92.7% |
| Admin fee / account holder | $28 | $4,902-99.4% | $3,333-99.1% | $11,596-99.8% |