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 | $12,312 | $88,751-86.1% | $81,812-85.0% | $145,922-91.6% |
| Participation rate | 69.2% | 75.0%-5.8pp | 72.3%-3.1pp | 80.3%-11.0pp |
| Annual return | 0.00% | 1025.40%-1025.4pp | 773.79%-773.8pp | 561.29%-561.3pp |
| Employer contribution / active EE | $1,014 | $3,083-67.1% | $2,912-65.2% | $4,660-78.2% |
| Participant deferral / active EE | $7,610 | $4,643+63.9% | $4,319+76.2% | $6,688+13.8% |
| Admin fee / account holder | $15 | $8,415-99.8% | $7,386-99.8% | $13,397-99.9% |