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 | $908 | $25,979-96.5% | $71,735-98.7% | $68,494-98.7% |
| Participation rate | 54.5% | 54.5%0pp | 62.3%-7.8pp | 67.9%-13.3pp |
| Annual return | 0.00% | -15.10%+15.1pp | 9.14%-9.1pp | -7.84%+7.8pp |
| Employer contribution / active EE | $174 | $900-80.7% | $1,704-89.8% | $2,596-93.3% |
| Participant deferral / active EE | $382 | $1,522-74.9% | $2,658-85.6% | $4,027-90.5% |
| Admin fee / account holder | $51 | $2,022-97.5% | $3,974-98.7% | $5,403-99.1% |