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 | $12,068 | $48,265-75.0% | $68,791-82.5% | $68,494-82.4% |
| Participation rate | 42.4% | 60.7%-18.2pp | 69.0%-26.6pp | 67.9%-25.5pp |
| Annual return | 0.00% | -12.71%+12.7pp | -6.38%+6.4pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,013 | $1,829-44.6% | $2,655-61.8% | $2,596-61.0% |
| Participant deferral / active EE | $1,768 | $2,867-38.3% | $3,941-55.2% | $4,027-56.1% |
| Admin fee / account holder | $267 | $4,355-93.9% | $4,932-94.6% | $5,403-95.1% |