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 5-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 | $21,060 | $189,613-88.9% | $167,512-87.4% | $142,382-85.2% |
| Participation rate | 40.0% | 80.1%-40.1pp | 77.1%-37.1pp | 80.1%-40.1pp |
| Annual return | 0.00% | 2024.68%-2024.7pp | 1615.79%-1615.8pp | 217.08%-217.1pp |
| Employer contribution / active EE | $1,010 | $4,349-76.8% | $3,882-74.0% | $4,299-76.5% |
| Participant deferral / active EE | $6,971 | $6,981-0.1% | $6,405+8.9% | $6,507+7.1% |
| Admin fee / account holder | $188 | $10,528-98.2% | $9,769-98.1% | $12,624-98.5% |