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 5-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 | $3,688 | $27,641-86.7% | $61,373-94.0% | $68,494-94.6% |
| Participation rate | 25.0% | 39.5%-14.5pp | 52.6%-27.6pp | 67.9%-42.9pp |
| Annual return | 0.00% | -13.24%+13.2pp | 338.61%-338.6pp | -7.84%+7.8pp |
| Employer contribution / active EE | $422 | $695-39.3% | $1,159-63.6% | $2,596-83.8% |
| Participant deferral / active EE | $628 | $1,263-50.3% | $2,125-70.5% | $4,027-84.4% |
| Admin fee / account holder | $14 | $2,010-99.3% | $2,130-99.4% | $5,403-99.7% |