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 | $14,380 | $34,308-58.1% | $74,701-80.7% | $72,985-80.3% |
| Participation rate | 16.2% | 42.4%-26.2pp | 54.5%-38.2pp | 69.5%-53.3pp |
| Annual return | 24.53% | 26.58%-2.1pp | 752.92%-728.4pp | 81.00%-56.5pp |
| Employer contribution / active EE | $169 | $692-75.5% | $1,084-84.4% | $2,440-93.1% |
| Participant deferral / active EE | $946 | $1,271-25.6% | $1,964-51.8% | $3,607-73.8% |
| Admin fee / account holder | $120 | $2,124-94.4% | $3,333-96.4% | $5,124-97.7% |