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 6-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 | $24,594 | $158,817-84.5% | $121,196-79.7% | $135,375-81.8% |
| Participation rate | 53.3% | 79.3%-26.0pp | 71.7%-18.4pp | 82.6%-29.3pp |
| Annual return | 0.50% | -0.64%+1.1pp | 16.93%-16.4pp | 519.73%-519.2pp |
| Employer contribution / active EE | $0 | $5,665-100.0% | $4,022-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,520 | $4,005-62.1% | $3,344-54.6% | $5,609-72.9% |
| Admin fee / account holder | $5 | $6,512-99.9% | $5,019-99.9% | $10,827-99.9% |