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 7-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 | $82,123 | $189,613-56.7% | $167,512-51.0% | $142,382-42.3% |
| Participation rate | 33.3% | 80.1%-46.8pp | 77.1%-43.7pp | 80.1%-46.8pp |
| Annual return | 19.67% | 2024.68%-2005.0pp | 1615.79%-1596.1pp | 217.08%-197.4pp |
| Employer contribution / active EE | $1,166 | $4,349-73.2% | $3,882-70.0% | $4,299-72.9% |
| Participant deferral / active EE | $1,816 | $6,981-74.0% | $6,405-71.7% | $6,507-72.1% |
| Admin fee / account holder | $95 | $10,528-99.1% | $9,769-99.0% | $12,624-99.2% |