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 | $3,224 | $27,641-88.3% | $61,373-94.7% | $68,494-95.3% |
| Participation rate | 18.0% | 39.5%-21.5pp | 52.6%-34.6pp | 67.9%-49.9pp |
| Annual return | 0.00% | -13.24%+13.2pp | 338.61%-338.6pp | -7.84%+7.8pp |
| Employer contribution / active EE | $231 | $695-66.7% | $1,159-80.0% | $2,596-91.1% |
| Participant deferral / active EE | $297 | $1,263-76.5% | $2,125-86.0% | $4,027-92.6% |
| Admin fee / account holder | $42 | $2,010-97.9% | $2,130-98.0% | $5,403-99.2% |