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 | $10,261 | $27,641-62.9% | $61,373-83.3% | $68,494-85.0% |
| Participation rate | 31.3% | 39.5%-8.2pp | 52.6%-21.3pp | 67.9%-36.6pp |
| Annual return | 0.00% | -13.24%+13.2pp | 338.61%-338.6pp | -7.84%+7.8pp |
| Employer contribution / active EE | $571 | $695-18.0% | $1,159-50.8% | $2,596-78.0% |
| Participant deferral / active EE | $1,324 | $1,263+4.8% | $2,125-37.7% | $4,027-67.1% |
| Admin fee / account holder | $1 | $2,010-99.9% | $2,130-99.9% | $5,403-100.0% |