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 | $9,440 | $45,863-79.4% | $77,024-87.7% | $68,494-86.2% |
| Participation rate | 27.0% | 55.9%-28.9pp | 67.9%-40.9pp | 67.9%-40.9pp |
| Annual return | 0.00% | 1.72%-1.7pp | 42.32%-42.3pp | -7.84%+7.8pp |
| Employer contribution / active EE | $713 | $1,650-56.8% | $2,812-74.6% | $2,596-72.5% |
| Participant deferral / active EE | $1,144 | $2,962-61.4% | $4,426-74.2% | $4,027-71.6% |
| Admin fee / account holder | $79 | $3,041-97.4% | $5,425-98.5% | $5,403-98.5% |