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 | $9,973 | $25,979-61.6% | $71,735-86.1% | $68,494-85.4% |
| Participation rate | 17.3% | 54.5%-37.2pp | 62.3%-45.0pp | 67.9%-50.6pp |
| Annual return | 0.00% | -15.10%+15.1pp | 9.14%-9.1pp | -7.84%+7.8pp |
| Employer contribution / active EE | $772 | $900-14.3% | $1,704-54.7% | $2,596-70.3% |
| Participant deferral / active EE | $1,639 | $1,522+7.7% | $2,658-38.3% | $4,027-59.3% |
| Admin fee / account holder | $41 | $2,022-98.0% | $3,974-99.0% | $5,403-99.2% |