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 | $96,270 | $189,613-49.2% | $167,512-42.5% | $142,382-32.4% |
| Participation rate | 50.0% | 80.1%-30.1pp | 77.1%-27.1pp | 80.1%-30.1pp |
| Annual return | 21.12% | 2024.68%-2003.6pp | 1615.79%-1594.7pp | 217.08%-196.0pp |
| Employer contribution / active EE | $609 | $4,349-86.0% | $3,882-84.3% | $4,299-85.8% |
| Participant deferral / active EE | $6,348 | $6,981-9.1% | $6,405-0.9% | $6,507-2.4% |
| Admin fee / account holder | $0 | $10,528-100.0% | $9,769-100.0% | $12,624-100.0% |