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 | $34,215 | $189,613-82.0% | $167,512-79.6% | $142,382-76.0% |
| Participation rate | 33.3% | 80.1%-46.8pp | 77.1%-43.7pp | 80.1%-46.8pp |
| Annual return | 17.30% | 2024.68%-2007.4pp | 1615.79%-1598.5pp | 217.08%-199.8pp |
| Employer contribution / active EE | $1,881 | $4,349-56.7% | $3,882-51.5% | $4,299-56.2% |
| Participant deferral / active EE | $3,294 | $6,981-52.8% | $6,405-48.6% | $6,507-49.4% |
| Admin fee / account holder | $180 | $10,528-98.3% | $9,769-98.2% | $12,624-98.6% |