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 | $17,691 | $189,613-90.7% | $167,512-89.4% | $142,382-87.6% |
| Participation rate | 40.0% | 80.1%-40.1pp | 77.1%-37.1pp | 80.1%-40.1pp |
| Annual return | 14.44% | 2024.68%-2010.2pp | 1615.79%-1601.4pp | 217.08%-202.6pp |
| Employer contribution / active EE | $817 | $4,349-81.2% | $3,882-78.9% | $4,299-81.0% |
| Participant deferral / active EE | $1,634 | $6,981-76.6% | $6,405-74.5% | $6,507-74.9% |
| Admin fee / account holder | $27 | $10,528-99.7% | $9,769-99.7% | $12,624-99.8% |