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 | $12,098 | $27,641-56.2% | $61,373-80.3% | $68,494-82.3% |
| Participation rate | 11.4% | 39.5%-28.1pp | 52.6%-41.2pp | 67.9%-56.5pp |
| Annual return | 0.00% | -13.24%+13.2pp | 338.61%-338.6pp | -7.84%+7.8pp |
| Employer contribution / active EE | $211 | $695-69.6% | $1,159-81.8% | $2,596-91.9% |
| Participant deferral / active EE | $1,211 | $1,263-4.2% | $2,125-43.0% | $4,027-69.9% |
| Admin fee / account holder | $51 | $2,010-97.4% | $2,130-97.6% | $5,403-99.0% |