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 | $32,299 | $76,738-57.9% | $56,411-42.7% | $145,922-77.9% |
| Participation rate | 50.0% | 63.2%-13.2pp | 52.5%-2.5pp | 80.3%-30.3pp |
| Annual return | 0.00% | 2994.23%-2994.2pp | 1701.33%-1701.3pp | 561.29%-561.3pp |
| Employer contribution / active EE | $3,000 | $1,380+117.4% | $1,039+188.8% | $4,660-35.6% |
| Participant deferral / active EE | $13,375 | $2,623+410.0% | $1,952+585.2% | $6,688+100.0% |
| Admin fee / account holder | $6 | $3,334-99.8% | $2,829-99.8% | $13,397-100.0% |