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 | $32,508 | $27,641+17.6% | $61,373-47.0% | $68,494-52.5% |
| Participation rate | 8.0% | 39.5%-31.5pp | 52.6%-44.6pp | 67.9%-59.9pp |
| Annual return | 0.00% | -13.24%+13.2pp | 338.61%-338.6pp | -7.84%+7.8pp |
| Employer contribution / active EE | $701 | $695+0.7% | $1,159-39.6% | $2,596-73.0% |
| Participant deferral / active EE | $1,900 | $1,263+50.4% | $2,125-10.6% | $4,027-52.8% |
| Admin fee / account holder | $0 | $2,010-100.0% | $2,130-100.0% | $5,403-100.0% |