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 | $20,874 | $189,613-89.0% | $167,512-87.5% | $142,382-85.3% |
| Participation rate | 37.5% | 80.1%-42.6pp | 77.1%-39.6pp | 80.1%-42.6pp |
| Annual return | 18.89% | 2024.68%-2005.8pp | 1615.79%-1596.9pp | 217.08%-198.2pp |
| Employer contribution / active EE | $774 | $4,349-82.2% | $3,882-80.0% | $4,299-82.0% |
| Participant deferral / active EE | $1,278 | $6,981-81.7% | $6,405-80.0% | $6,507-80.4% |
| Admin fee / account holder | $113 | $10,528-98.9% | $9,769-98.8% | $12,624-99.1% |