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 | $12,595 | $31,310-59.8% | $53,898-76.6% | $74,304-83.0% |
| Participation rate | 5.3% | 30.7%-25.3pp | 55.0%-49.6pp | 60.3%-55.0pp |
| Annual return | 28.00% | 23.16%+4.8pp | 528.60%-500.6pp | 29.43%-1.4pp |
| Employer contribution / active EE | $118 | $450-73.7% | $932-87.3% | $2,241-94.7% |
| Participant deferral / active EE | $310 | $934-66.8% | $1,826-83.0% | $3,767-91.8% |
| Admin fee / account holder | $22 | $2,175-99.0% | $2,491-99.1% | $2,969-99.3% |