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 7-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 | $25,862 | $99,020-73.9% | $86,590-70.1% | $147,584-82.5% |
| Participation rate | 66.7% | 76.3%-9.7pp | 73.5%-6.9pp | 82.8%-16.2pp |
| Annual return | 23.84% | 1312.34%-1288.5pp | 964.84%-941.0pp | 578.55%-554.7pp |
| Employer contribution / active EE | $416 | $3,132-86.7% | $2,839-85.3% | $4,876-91.5% |
| Participant deferral / active EE | $4,983 | $3,972+25.5% | $3,609+38.1% | $5,439-8.4% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |