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 | $29,162 | $189,613-84.6% | $167,512-82.6% | $142,382-79.5% |
| Participation rate | 63.6% | 80.1%-16.5pp | 77.1%-13.4pp | 80.1%-16.5pp |
| Annual return | 23.07% | 2024.68%-2001.6pp | 1615.79%-1592.7pp | 217.08%-194.0pp |
| Employer contribution / active EE | $1,983 | $4,349-54.4% | $3,882-48.9% | $4,299-53.9% |
| Participant deferral / active EE | $3,609 | $6,981-48.3% | $6,405-43.6% | $6,507-44.5% |
| Admin fee / account holder | $53 | $10,528-99.5% | $9,769-99.5% | $12,624-99.6% |