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 | $7,326 | $92,703-92.1% | $82,719-91.1% | $134,475-94.6% |
| Participation rate | 47.4% | 75.2%-27.8pp | 72.6%-25.2pp | 81.2%-33.9pp |
| Annual return | -9.83% | 944.92%-954.7pp | 701.18%-711.0pp | 417.96%-427.8pp |
| Employer contribution / active EE | $1,079 | $3,274-67.0% | $3,009-64.1% | $4,740-77.2% |
| Participant deferral / active EE | $1,474 | $4,802-69.3% | $4,395-66.5% | $6,400-77.0% |
| Admin fee / account holder | $18 | $5,983-99.7% | $5,329-99.7% | $11,426-99.8% |