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 | $10,262 | $82,286-87.5% | $68,791-85.1% | $134,475-92.4% |
| Participation rate | 46.7% | 75.1%-28.4pp | 69.0%-22.4pp | 81.2%-34.6pp |
| Annual return | 0.00% | -2.19%+2.2pp | -6.38%+6.4pp | 417.96%-418.0pp |
| Employer contribution / active EE | $835 | $3,301-74.7% | $2,655-68.6% | $4,740-82.4% |
| Participant deferral / active EE | $2,043 | $4,739-56.9% | $3,941-48.2% | $6,400-68.1% |
| Admin fee / account holder | $38 | $6,481-99.4% | $4,932-99.2% | $11,426-99.7% |