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 | $27,067 | $27,641-2.1% | $61,373-55.9% | $68,494-60.5% |
| Participation rate | 11.8% | 39.5%-27.7pp | 52.6%-40.8pp | 67.9%-56.1pp |
| Annual return | 0.00% | -13.24%+13.2pp | 338.61%-338.6pp | -7.84%+7.8pp |
| Employer contribution / active EE | $939 | $695+35.1% | $1,159-19.0% | $2,596-63.8% |
| Participant deferral / active EE | $2,298 | $1,263+81.9% | $2,125+8.1% | $4,027-43.0% |
| Admin fee / account holder | $13 | $2,010-99.4% | $2,130-99.4% | $5,403-99.8% |