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 | $645 | $25,979-97.5% | $71,735-99.1% | $68,494-99.1% |
| Participation rate | 58.3% | 54.5%+3.8pp | 62.3%-4.0pp | 67.9%-9.6pp |
| Annual return | 0.00% | -15.10%+15.1pp | 9.14%-9.1pp | -7.84%+7.8pp |
| Employer contribution / active EE | $145 | $900-83.9% | $1,704-91.5% | $2,596-94.4% |
| Participant deferral / active EE | $308 | $1,522-79.7% | $2,658-88.4% | $4,027-92.3% |
| Admin fee / account holder | $7 | $2,022-99.7% | $3,974-99.8% | $5,403-99.9% |