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 | $12,276 | $64,432-80.9% | - | $139,434-91.2% |
| Participation rate | 35.7% | 66.0%-30.3pp | - | 80.3%-44.6pp |
| Annual return | 36.61% | 4.96%+31.7pp | - | 372.94%-336.3pp |
| Employer contribution / active EE | $305 | $6,830-95.5% | - | $4,751-93.6% |
| Participant deferral / active EE | $1,985 | $2,937-32.4% | - | $6,710-70.4% |
| Admin fee / account holder | $40 | $3,919-99.0% | - | $11,403-99.6% |