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 | $5,577 | $27,641-79.8% | $61,373-90.9% | $68,494-91.9% |
| Participation rate | 30.0% | 39.5%-9.5pp | 52.6%-22.6pp | 67.9%-37.9pp |
| Annual return | 0.00% | -13.24%+13.2pp | 338.61%-338.6pp | -7.84%+7.8pp |
| Employer contribution / active EE | $532 | $695-23.5% | $1,159-54.1% | $2,596-79.5% |
| Participant deferral / active EE | $1,199 | $1,263-5.1% | $2,125-43.6% | $4,027-70.2% |
| Admin fee / account holder | $58 | $2,010-97.1% | $2,130-97.3% | $5,403-98.9% |