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 | $8,644 | $25,979-66.7% | $71,735-87.9% | $68,494-87.4% |
| Participation rate | 11.1% | 54.5%-43.4pp | 62.3%-51.2pp | 67.9%-56.8pp |
| Annual return | -19.17% | -15.10%-4.1pp | 9.14%-28.3pp | -7.84%-11.3pp |
| Employer contribution / active EE | $201 | $900-77.6% | $1,704-88.2% | $2,596-92.2% |
| Participant deferral / active EE | $585 | $1,522-61.6% | $2,658-78.0% | $4,027-85.5% |
| Admin fee / account holder | $143 | $2,022-92.9% | $3,974-96.4% | $5,403-97.4% |