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 | $36,722 | $27,641+32.9% | $61,373-40.2% | $68,494-46.4% |
| Participation rate | 12.3% | 39.5%-27.2pp | 52.6%-40.3pp | 67.9%-55.6pp |
| Annual return | -16.68% | -13.24%-3.4pp | 338.61%-355.3pp | -7.84%-8.8pp |
| Employer contribution / active EE | $528 | $695-24.1% | $1,159-54.5% | $2,596-79.7% |
| Participant deferral / active EE | $1,612 | $1,263+27.6% | $2,125-24.1% | $4,027-60.0% |
| Admin fee / account holder | $0 | $2,010-100.0% | $2,130-100.0% | $5,403-100.0% |