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 | $29,447 | $70,606-58.3% | $53,898-45.4% | $142,382-79.3% |
| Participation rate | 35.7% | 63.7%-28.0pp | 55.0%-19.2pp | 80.1%-44.4pp |
| Annual return | 15.27% | 619.81%-604.5pp | 528.60%-513.3pp | 217.08%-201.8pp |
| Employer contribution / active EE | $402 | $1,202-66.5% | $932-56.9% | $4,299-90.6% |
| Participant deferral / active EE | $811 | $2,364-65.7% | $1,826-55.6% | $6,507-87.5% |
| Admin fee / account holder | $8 | $2,852-99.7% | $2,491-99.7% | $12,624-99.9% |