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 | $29,784 | $59,805-50.2% | $79,550-62.6% | $68,494-56.5% |
| Participation rate | 59.7% | 61.1%-1.4pp | 69.5%-9.8pp | 67.9%-8.2pp |
| Annual return | 0.00% | -12.30%+12.3pp | 0.16%-0.2pp | -7.84%+7.8pp |
| Employer contribution / active EE | $724 | $1,505-51.9% | $2,413-70.0% | $2,596-72.1% |
| Participant deferral / active EE | $2,268 | $3,024-25.0% | $3,985-43.1% | $4,027-43.7% |
| Admin fee / account holder | $272 | $4,835-94.4% | $6,832-96.0% | $5,403-95.0% |