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 6-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 | $8,712 | $27,641-68.5% | $61,373-85.8% | $68,494-87.3% |
| Participation rate | 28.3% | 39.5%-11.2pp | 52.6%-24.3pp | 67.9%-39.6pp |
| Annual return | -17.16% | -13.24%-3.9pp | 338.61%-355.8pp | -7.84%-9.3pp |
| Employer contribution / active EE | $417 | $695-40.1% | $1,159-64.1% | $2,596-83.9% |
| Participant deferral / active EE | $1,093 | $1,263-13.4% | $2,125-48.5% | $4,027-72.8% |
| Admin fee / account holder | $4 | $2,010-99.8% | $2,130-99.8% | $5,403-99.9% |