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 | $28,376 | $189,613-85.0% | $167,512-83.1% | $142,382-80.1% |
| Participation rate | 50.0% | 80.1%-30.1pp | 77.1%-27.1pp | 80.1%-30.1pp |
| Annual return | 23.95% | 2024.68%-2000.7pp | 1615.79%-1591.8pp | 217.08%-193.1pp |
| Employer contribution / active EE | $1,232 | $4,349-71.7% | $3,882-68.3% | $4,299-71.4% |
| Participant deferral / active EE | $3,386 | $6,981-51.5% | $6,405-47.1% | $6,507-48.0% |
| Admin fee / account holder | $54 | $10,528-99.5% | $9,769-99.4% | $12,624-99.6% |