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 6-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 | $96,837 | $189,613-48.9% | $167,512-42.2% | $142,382-32.0% |
| Participation rate | 50.0% | 80.1%-30.1pp | 77.1%-27.1pp | 80.1%-30.1pp |
| Annual return | 23.09% | 2024.68%-2001.6pp | 1615.79%-1592.7pp | 217.08%-194.0pp |
| Employer contribution / active EE | $531 | $4,349-87.8% | $3,882-86.3% | $4,299-87.6% |
| Participant deferral / active EE | $11,750 | $6,981+68.3% | $6,405+83.5% | $6,507+80.6% |
| Admin fee / account holder | $198 | $10,528-98.1% | $9,769-98.0% | $12,624-98.4% |