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 | $39,525 | $189,613-79.2% | $167,512-76.4% | $142,382-72.2% |
| Participation rate | 60.0% | 80.1%-20.1pp | 77.1%-17.1pp | 80.1%-20.1pp |
| Annual return | 13.95% | 2024.68%-2010.7pp | 1615.79%-1601.8pp | 217.08%-203.1pp |
| Employer contribution / active EE | $769 | $4,349-82.3% | $3,882-80.2% | $4,299-82.1% |
| Participant deferral / active EE | $2,425 | $6,981-65.3% | $6,405-62.1% | $6,507-62.7% |
| Admin fee / account holder | $224 | $10,528-97.9% | $9,769-97.7% | $12,624-98.2% |