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 | $40,475 | $64,707-37.4% | $112,228-63.9% | $68,494-40.9% |
| Participation rate | 55.3% | 67.2%-11.8pp | 75.1%-19.7pp | 67.9%-12.6pp |
| Annual return | 0.00% | -11.40%+11.4pp | 27.45%-27.4pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,041 | $2,746-62.1% | $3,635-71.4% | $2,596-59.9% |
| Participant deferral / active EE | $3,040 | $3,565-14.7% | $4,728-35.7% | $4,027-24.5% |
| Admin fee / account holder | $186 | $5,232-96.4% | $6,410-97.1% | $5,403-96.6% |