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 | $26,240 | $95,266-72.5% | $82,389-68.2% | $142,382-81.6% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.5%-19.5pp | 80.1%-30.1pp |
| Annual return | 0.00% | 25.74%-25.7pp | 28.67%-28.7pp | 217.08%-217.1pp |
| Employer contribution / active EE | $1,120 | $2,991-62.6% | $2,517-55.5% | $4,299-73.9% |
| Participant deferral / active EE | $12,000 | $4,809+149.5% | $4,155+188.8% | $6,507+84.4% |
| Admin fee / account holder | $0 | $8,563-100.0% | $7,231-100.0% | $12,624-100.0% |