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 | $9,357 | $54,705-82.9% | $71,209-86.9% | $84,808-89.0% |
| Participation rate | 21.1% | 64.1%-43.0pp | 73.8%-52.7pp | 68.3%-47.3pp |
| Annual return | 41.36% | 35.90%+5.5pp | 282.51%-241.1pp | 40.90%+0.5pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,396 | $3,030-53.9% | $4,175-66.6% | $4,212-66.9% |
| Admin fee / account holder | $0 | $4,863-100.0% | $5,349-100.0% | $7,344-100.0% |