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 3-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 | $1,225 | $25,979-95.3% | $71,735-98.3% | $68,494-98.2% |
| Participation rate | 29.3% | 54.5%-25.2pp | 62.3%-33.0pp | 67.9%-38.6pp |
| Annual return | 0.00% | -15.10%+15.1pp | 9.14%-9.1pp | -7.84%+7.8pp |
| Employer contribution / active EE | $173 | $900-80.8% | $1,704-89.9% | $2,596-93.4% |
| Participant deferral / active EE | $183 | $1,522-88.0% | $2,658-93.1% | $4,027-95.5% |
| Admin fee / account holder | $3 | $2,022-99.9% | $3,974-99.9% | $5,403-99.9% |