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 | $18,369 | $34,308-46.5% | $74,701-75.4% | $72,985-74.8% |
| Participation rate | 20.6% | 42.4%-21.8pp | 54.5%-33.9pp | 69.5%-48.9pp |
| Annual return | 31.37% | 26.58%+4.8pp | 752.92%-721.6pp | 81.00%-49.6pp |
| Employer contribution / active EE | $946 | $692+36.8% | $1,084-12.7% | $2,440-61.2% |
| Participant deferral / active EE | $1,023 | $1,271-19.6% | $1,964-47.9% | $3,607-71.7% |
| Admin fee / account holder | $12 | $2,124-99.4% | $3,333-99.6% | $5,124-99.8% |