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 4-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 | $39,604 | $189,613-79.1% | $167,512-76.4% | $142,382-72.2% |
| Participation rate | 15.0% | 80.1%-65.1pp | 77.1%-62.1pp | 80.1%-65.1pp |
| Annual return | 20.08% | 2024.68%-2004.6pp | 1615.79%-1595.7pp | 217.08%-197.0pp |
| Employer contribution / active EE | $847 | $4,349-80.5% | $3,882-78.2% | $4,299-80.3% |
| Participant deferral / active EE | $1,946 | $6,981-72.1% | $6,405-69.6% | $6,507-70.1% |
| Admin fee / account holder | $210 | $10,528-98.0% | $9,769-97.8% | $12,624-98.3% |