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 | $25,895 | $59,774-56.7% | - | $134,475-80.7% |
| Participation rate | 50.0% | 67.4%-17.4pp | - | 81.2%-31.2pp |
| Annual return | 0.00% | -10.72%+10.7pp | - | 417.96%-418.0pp |
| Employer contribution / active EE | $4,000 | $2,711+47.5% | - | $4,740-15.6% |
| Participant deferral / active EE | $10,200 | $4,131+146.9% | - | $6,400+59.4% |
| Admin fee / account holder | $99 | $4,003-97.5% | - | $11,426-99.1% |