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 3-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 | $11,757 | $27,641-57.5% | $61,373-80.8% | $68,494-82.8% |
| Participation rate | 8.3% | 39.5%-31.2pp | 52.6%-44.2pp | 67.9%-59.6pp |
| Annual return | 0.00% | -13.24%+13.2pp | 338.61%-338.6pp | -7.84%+7.8pp |
| Employer contribution / active EE | $113 | $695-83.8% | $1,159-90.3% | $2,596-95.6% |
| Participant deferral / active EE | $856 | $1,263-32.2% | $2,125-59.7% | $4,027-78.7% |
| Admin fee / account holder | $0 | $2,010-100.0% | $2,130-100.0% | $5,403-100.0% |