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 | $67,823-56.6% | $52,425-43.8% | $137,256-78.5% |
| Participation rate | 35.7% | 63.9%-28.2pp | 55.6%-19.9pp | 80.0%-44.2pp |
| Annual return | 15.27% | 219.11%-203.8pp | 302.12%-286.9pp | 220.34%-205.1pp |
| Employer contribution / active EE | $402 | $1,163-65.4% | $914-56.0% | $4,156-90.3% |
| Participant deferral / active EE | $811 | $2,288-64.6% | $1,790-54.7% | $6,407-87.3% |
| Admin fee / account holder | $8 | $2,844-99.7% | $2,495-99.7% | $12,270-99.9% |