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 | $11,045 | $45,863-75.9% | $77,024-85.7% | $68,494-83.9% |
| Participation rate | 66.7% | 55.9%+10.8pp | 67.9%-1.2pp | 67.9%-1.2pp |
| Annual return | 0.00% | 1.72%-1.7pp | 42.32%-42.3pp | -7.84%+7.8pp |
| Employer contribution / active EE | $405 | $1,650-75.4% | $2,812-85.6% | $2,596-84.4% |
| Participant deferral / active EE | $771 | $2,962-74.0% | $4,426-82.6% | $4,027-80.9% |
| Admin fee / account holder | $0 | $3,041-100.0% | $5,425-100.0% | $5,403-100.0% |