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 4-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 | $103,072 | $189,613-45.6% | $167,512-38.5% | $142,382-27.6% |
| Participation rate | 60.0% | 80.1%-20.1pp | 77.1%-17.1pp | 80.1%-20.1pp |
| Annual return | 48.51% | 2024.68%-1976.2pp | 1615.79%-1567.3pp | 217.08%-168.6pp |
| Employer contribution / active EE | $1,157 | $4,349-73.4% | $3,882-70.2% | $4,299-73.1% |
| Participant deferral / active EE | $5,108 | $6,981-26.8% | $6,405-20.2% | $6,507-21.5% |
| Admin fee / account holder | $0 | $10,528-100.0% | $9,769-100.0% | $12,624-100.0% |