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 | $4,704 | $27,641-83.0% | $61,373-92.3% | $68,494-93.1% |
| Participation rate | 69.2% | 39.5%+29.7pp | 52.6%+16.7pp | 67.9%+1.3pp |
| Annual return | 0.00% | -13.24%+13.2pp | 338.61%-338.6pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,232 | $695+77.2% | $1,159+6.3% | $2,596-52.5% |
| Participant deferral / active EE | $2,274 | $1,263+80.1% | $2,125+7.0% | $4,027-43.5% |
| Admin fee / account holder | $15 | $2,010-99.3% | $2,130-99.3% | $5,403-99.7% |