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 | $4,064 | $27,641-85.3% | $61,373-93.4% | $68,494-94.1% |
| Participation rate | 17.5% | 39.5%-22.0pp | 52.6%-35.1pp | 67.9%-50.4pp |
| Annual return | 0.00% | -13.24%+13.2pp | 338.61%-338.6pp | -7.84%+7.8pp |
| Employer contribution / active EE | $196 | $695-71.9% | $1,159-83.1% | $2,596-92.5% |
| Participant deferral / active EE | $519 | $1,263-58.9% | $2,125-75.6% | $4,027-87.1% |
| Admin fee / account holder | $14 | $2,010-99.3% | $2,130-99.3% | $5,403-99.7% |