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 5-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 | $29,376 | $189,613-84.5% | $167,512-82.5% | $142,382-79.4% |
| Participation rate | 40.0% | 80.1%-40.1pp | 77.1%-37.1pp | 80.1%-40.1pp |
| Annual return | 24.32% | 2024.68%-2000.4pp | 1615.79%-1591.5pp | 217.08%-192.8pp |
| Employer contribution / active EE | $1,131 | $4,349-74.0% | $3,882-70.9% | $4,299-73.7% |
| Participant deferral / active EE | $1,331 | $6,981-80.9% | $6,405-79.2% | $6,507-79.6% |
| Admin fee / account holder | $122 | $10,528-98.8% | $9,769-98.8% | $12,624-99.0% |