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 | $2,534 | $27,641-90.8% | $61,373-95.9% | $68,494-96.3% |
| Participation rate | 43.3% | 39.5%+3.8pp | 52.6%-9.2pp | 67.9%-24.6pp |
| Annual return | 0.00% | -13.24%+13.2pp | 338.61%-338.6pp | -7.84%+7.8pp |
| Employer contribution / active EE | $527 | $695-24.2% | $1,159-54.5% | $2,596-79.7% |
| Participant deferral / active EE | $764 | $1,263-39.5% | $2,125-64.0% | $4,027-81.0% |
| Admin fee / account holder | $63 | $2,010-96.8% | $2,130-97.0% | $5,403-98.8% |