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 3-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 | $11,587 | $189,613-93.9% | $167,512-93.1% | $142,382-91.9% |
| Participation rate | 40.0% | 80.1%-40.1pp | 77.1%-37.1pp | 80.1%-40.1pp |
| Annual return | 11.88% | 2024.68%-2012.8pp | 1615.79%-1603.9pp | 217.08%-205.2pp |
| Employer contribution / active EE | $786 | $4,349-81.9% | $3,882-79.8% | $4,299-81.7% |
| Participant deferral / active EE | $1,327 | $6,981-81.0% | $6,405-79.3% | $6,507-79.6% |
| Admin fee / account holder | $119 | $10,528-98.9% | $9,769-98.8% | $12,624-99.1% |