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 | $8,606 | $27,641-68.9% | $61,373-86.0% | $68,494-87.4% |
| Participation rate | 19.8% | 39.5%-19.7pp | 52.6%-32.8pp | 67.9%-48.1pp |
| Annual return | 0.00% | -13.24%+13.2pp | 338.61%-338.6pp | -7.84%+7.8pp |
| Employer contribution / active EE | $818 | $695+17.6% | $1,159-29.4% | $2,596-68.5% |
| Participant deferral / active EE | $945 | $1,263-25.2% | $2,125-55.5% | $4,027-76.5% |
| Admin fee / account holder | $143 | $2,010-92.9% | $2,130-93.3% | $5,403-97.4% |