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 | $54,177 | $189,613-71.4% | $167,512-67.7% | $142,382-61.9% |
| Participation rate | 40.0% | 80.1%-40.1pp | 77.1%-37.1pp | 80.1%-40.1pp |
| Annual return | 13.85% | 2024.68%-2010.8pp | 1615.79%-1601.9pp | 217.08%-203.2pp |
| Employer contribution / active EE | $527 | $4,349-87.9% | $3,882-86.4% | $4,299-87.7% |
| Participant deferral / active EE | $2,230 | $6,981-68.1% | $6,405-65.2% | $6,507-65.7% |
| Admin fee / account holder | $247 | $10,528-97.7% | $9,769-97.5% | $12,624-98.0% |