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 | $20,668 | $27,641-25.2% | $61,373-66.3% | $68,494-69.8% |
| Participation rate | 26.7% | 39.5%-12.8pp | 52.6%-25.9pp | 67.9%-41.2pp |
| Annual return | 0.00% | -13.24%+13.2pp | 338.61%-338.6pp | -7.84%+7.8pp |
| Employer contribution / active EE | $239 | $695-65.6% | $1,159-79.4% | $2,596-90.8% |
| Participant deferral / active EE | $1,079 | $1,263-14.6% | $2,125-49.2% | $4,027-73.2% |
| Admin fee / account holder | $127 | $2,010-93.7% | $2,130-94.0% | $5,403-97.7% |