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 | $30,472 | $111,724-72.7% | $93,606-67.4% | $145,922-79.1% |
| Participation rate | 28.6% | 74.2%-45.6pp | 68.7%-40.1pp | 80.3%-51.7pp |
| Annual return | 0.00% | 202.98%-203.0pp | 133.20%-133.2pp | 561.29%-561.3pp |
| Employer contribution / active EE | $3,280 | $3,090+6.2% | $2,420+35.5% | $4,660-29.6% |
| Participant deferral / active EE | $5,292 | $4,912+7.7% | $4,411+20.0% | $6,688-20.9% |
| Admin fee / account holder | $32 | $10,250-99.7% | $8,285-99.6% | $13,397-99.8% |