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.
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 | $7,760 | $88,751-91.3% | $81,812-90.5% | $145,922-94.7% |
| Participation rate | 25.0% | 75.0%-50.0pp | 72.3%-47.3pp | 80.3%-55.3pp |
| Annual return | 87.02% | 1025.40%-938.4pp | 773.79%-686.8pp | 561.29%-474.3pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,912-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $2,634 | $4,643-43.3% | $4,319-39.0% | $6,688-60.6% |
| Admin fee / account holder | $223 | $8,415-97.3% | $7,386-97.0% | $13,397-98.3% |