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 | $14,098 | $54,350-74.1% | $82,719-83.0% | $68,494-79.4% |
| Participation rate | 42.3% | 63.9%-21.6pp | 72.6%-30.2pp | 67.9%-25.6pp |
| Annual return | 0.00% | -13.67%+13.7pp | 701.18%-701.2pp | -7.84%+7.8pp |
| Employer contribution / active EE | $376 | $2,218-83.1% | $3,009-87.5% | $2,596-85.5% |
| Participant deferral / active EE | $1,188 | $3,246-63.4% | $4,395-73.0% | $4,027-70.5% |
| Admin fee / account holder | $0 | $4,395-100.0% | $5,329-100.0% | $5,403-100.0% |