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 3-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 | $5,188 | $27,641-81.2% | $61,373-91.5% | $68,494-92.4% |
| Participation rate | 61.3% | 39.5%+21.8pp | 52.6%+8.7pp | 67.9%-6.6pp |
| Annual return | 0.00% | -13.24%+13.2pp | 338.61%-338.6pp | -7.84%+7.8pp |
| Employer contribution / active EE | $913 | $695+31.2% | $1,159-21.3% | $2,596-64.8% |
| Participant deferral / active EE | $966 | $1,263-23.6% | $2,125-54.6% | $4,027-76.0% |
| Admin fee / account holder | $26 | $2,010-98.7% | $2,130-98.8% | $5,403-99.5% |