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 10-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 | $3,691 | $27,641-86.6% | $61,373-94.0% | $68,494-94.6% |
| Participation rate | 19.4% | 39.5%-20.0pp | 52.6%-33.1pp | 67.9%-48.4pp |
| Annual return | 0.00% | -13.24%+13.2pp | 338.61%-338.6pp | -7.84%+7.8pp |
| Employer contribution / active EE | $354 | $695-49.1% | $1,159-69.5% | $2,596-86.4% |
| Participant deferral / active EE | $1,061 | $1,263-16.0% | $2,125-50.0% | $4,027-73.6% |
| Admin fee / account holder | $5 | $2,010-99.7% | $2,130-99.7% | $5,403-99.9% |