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 10-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 | $66,268 | $189,613-65.1% | $167,512-60.4% | $142,382-53.5% |
| Participation rate | 42.9% | 80.1%-37.3pp | 77.1%-34.2pp | 80.1%-37.3pp |
| Annual return | 12.47% | 2024.68%-2012.2pp | 1615.79%-1603.3pp | 217.08%-204.6pp |
| Employer contribution / active EE | $747 | $4,349-82.8% | $3,882-80.8% | $4,299-82.6% |
| Participant deferral / active EE | $2,987 | $6,981-57.2% | $6,405-53.4% | $6,507-54.1% |
| Admin fee / account holder | $32 | $10,528-99.7% | $9,769-99.7% | $12,624-99.7% |