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 | $53,788 | $27,641+94.6% | $61,373-12.4% | $68,494-21.5% |
| Participation rate | 24.5% | 39.5%-15.0pp | 52.6%-28.1pp | 67.9%-43.4pp |
| Annual return | 0.00% | -13.24%+13.2pp | 338.61%-338.6pp | -7.84%+7.8pp |
| Employer contribution / active EE | $493 | $695-29.1% | $1,159-57.5% | $2,596-81.0% |
| Participant deferral / active EE | $1,140 | $1,263-9.7% | $2,125-46.3% | $4,027-71.7% |
| Admin fee / account holder | $12 | $2,010-99.4% | $2,130-99.4% | $5,403-99.8% |