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 | $0 | $28,601-100.0% | $71,735-100.0% | $66,914-100.0% |
| Participation rate | 37.2% | 56.7%-19.4pp | 62.3%-25.1pp | 69.8%-32.6pp |
| Annual return | 0.00% | -10.90%+10.9pp | 9.14%-9.1pp | 1.58%-1.6pp |
| Employer contribution / active EE | $0 | $1,104-100.0% | $1,704-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $0 | $1,912-100.0% | $2,658-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $506-100.0% | $3,974-100.0% | $593-100.0% |