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 | $19,957 | $29,660-32.7% | $56,411-64.6% | $80,856-75.3% |
| Participation rate | 47.1% | 41.6%+5.4pp | 52.5%-5.4pp | 67.6%-20.6pp |
| Annual return | 13.38% | 35.23%-21.8pp | 1701.33%-1687.9pp | 35.59%-22.2pp |
| Employer contribution / active EE | $1,220 | $669+82.2% | $1,039+17.4% | $2,755-55.7% |
| Participant deferral / active EE | $2,329 | $1,226+90.0% | $1,952+19.3% | $4,296-45.8% |
| Admin fee / account holder | $10 | $2,428-99.6% | $2,829-99.6% | $6,918-99.9% |