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 | $8,518 | $82,286-89.6% | $68,791-87.6% | $134,475-93.7% |
| Participation rate | 42.9% | 75.1%-32.2pp | 69.0%-26.2pp | 81.2%-38.4pp |
| Annual return | 0.00% | -2.19%+2.2pp | -6.38%+6.4pp | 417.96%-418.0pp |
| Employer contribution / active EE | $662 | $3,301-79.9% | $2,655-75.1% | $4,740-86.0% |
| Participant deferral / active EE | $3,093 | $4,739-34.7% | $3,941-21.5% | $6,400-51.7% |
| Admin fee / account holder | $15 | $6,481-99.8% | $4,932-99.7% | $11,426-99.9% |