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 | $85,275 | $154,228-44.7% | $145,433-41.4% | $137,256-37.9% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 19.68% | 74.59%-54.9pp | 66.58%-46.9pp | 220.34%-200.7pp |
| Employer contribution / active EE | $1,608 | $4,804-66.5% | $4,554-64.7% | $4,156-61.3% |
| Participant deferral / active EE | $4,847 | $8,216-41.0% | $7,897-38.6% | $6,407-24.3% |
| Admin fee / account holder | $179 | $14,344-98.8% | $13,129-98.6% | $12,270-98.5% |