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 | $1,188 | $25,979-95.4% | $71,735-98.3% | $68,494-98.3% |
| Participation rate | 51.7% | 54.5%-2.8pp | 62.3%-10.6pp | 67.9%-16.2pp |
| Annual return | 0.00% | -15.10%+15.1pp | 9.14%-9.1pp | -7.84%+7.8pp |
| Employer contribution / active EE | $120 | $900-86.7% | $1,704-92.9% | $2,596-95.4% |
| Participant deferral / active EE | $581 | $1,522-61.8% | $2,658-78.1% | $4,027-85.6% |
| Admin fee / account holder | $9 | $2,022-99.6% | $3,974-99.8% | $5,403-99.8% |