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 5-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 | $9,371 | $56,835-83.5% | - | $135,375-93.1% |
| Participation rate | 50.0% | 68.0%-18.0pp | - | 82.6%-32.6pp |
| Annual return | 0.00% | 2630.74%-2630.7pp | - | 519.73%-519.7pp |
| Employer contribution / active EE | $720 | $2,734-73.7% | - | $4,779-84.9% |
| Participant deferral / active EE | $4,500 | $3,681+22.2% | - | $5,609-19.8% |
| Admin fee / account holder | $19 | $1,586-98.8% | - | $10,827-99.8% |