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 | $10,369 | $59,774-82.7% | - | $134,475-92.3% |
| Participation rate | 9.5% | 67.4%-57.9pp | - | 81.2%-71.7pp |
| Annual return | 0.00% | -10.72%+10.7pp | - | 417.96%-418.0pp |
| Employer contribution / active EE | $509 | $2,711-81.2% | - | $4,740-89.3% |
| Participant deferral / active EE | $509 | $4,131-87.7% | - | $6,400-92.0% |
| Admin fee / account holder | $28 | $4,003-99.3% | - | $11,426-99.8% |