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 | $639 | $25,979-97.5% | $71,735-99.1% | $68,494-99.1% |
| Participation rate | 68.2% | 54.5%+13.7pp | 62.3%+5.9pp | 67.9%+0.3pp |
| Annual return | 0.00% | -15.10%+15.1pp | 9.14%-9.1pp | -7.84%+7.8pp |
| Employer contribution / active EE | $166 | $900-81.5% | $1,704-90.2% | $2,596-93.6% |
| Participant deferral / active EE | $339 | $1,522-77.7% | $2,658-87.2% | $4,027-91.6% |
| Admin fee / account holder | $20 | $2,022-99.0% | $3,974-99.5% | $5,403-99.6% |