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 | $32,260 | $49,173-34.4% | $121,098-73.4% | $75,163-57.1% |
| Participation rate | 38.1% | 55.4%-17.2pp | 69.5%-31.3pp | 67.2%-29.0pp |
| Annual return | 15.39% | 55.99%-40.6pp | 985.75%-970.4pp | 160.62%-145.2pp |
| Employer contribution / active EE | $538 | $1,546-65.2% | $4,164-87.1% | $2,670-79.9% |
| Participant deferral / active EE | $1,370 | $2,628-47.8% | $4,080-66.4% | $4,125-66.8% |
| Admin fee / account holder | $131 | $3,942-96.7% | $5,644-97.7% | $5,651-97.7% |