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 | $6,344 | $39,019-83.7% | $80,716-92.1% | $85,850-92.6% |
| Participation rate | 29.8% | 41.5%-11.8pp | 54.2%-24.4pp | 69.3%-39.5pp |
| Annual return | 0.00% | 26.27%-26.3pp | 87.28%-87.3pp | 318.53%-318.5pp |
| Employer contribution / active EE | $566 | $722-21.6% | $1,160-51.2% | $2,565-77.9% |
| Participant deferral / active EE | $1,591 | $1,326+20.0% | $2,146-25.9% | $3,952-59.7% |
| Admin fee / account holder | $90 | $2,431-96.3% | $3,380-97.3% | $6,260-98.6% |