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 | $2,938 | $27,915-89.5% | $58,482-95.0% | $75,163-96.1% |
| Participation rate | 31.8% | 38.8%-7.0pp | 50.9%-19.0pp | 67.2%-35.4pp |
| Annual return | 0.00% | 44.20%-44.2pp | 4239.32%-4239.3pp | 160.62%-160.6pp |
| Employer contribution / active EE | $265 | $669-60.4% | $1,053-74.9% | $2,670-90.1% |
| Participant deferral / active EE | $651 | $1,201-45.8% | $1,924-66.2% | $4,125-84.2% |
| Admin fee / account holder | $208 | $1,726-87.9% | $2,516-91.7% | $5,651-96.3% |