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 | $1,709 | $25,979-93.4% | $71,735-97.6% | $68,494-97.5% |
| Participation rate | 36.8% | 54.5%-17.7pp | 62.3%-25.5pp | 67.9%-31.0pp |
| Annual return | 0.00% | -15.10%+15.1pp | 9.14%-9.1pp | -7.84%+7.8pp |
| Employer contribution / active EE | $80 | $900-91.1% | $1,704-95.3% | $2,596-96.9% |
| Participant deferral / active EE | $692 | $1,522-54.6% | $2,658-74.0% | $4,027-82.8% |
| Admin fee / account holder | $0 | $2,022-100.0% | $3,974-100.0% | $5,403-100.0% |