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 | $163,815 | $154,228+6.2% | $145,433+12.6% | $137,256+19.3% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 53.05% | 74.59%-21.5pp | 66.58%-13.5pp | 220.34%-167.3pp |
| Employer contribution / active EE | $61,667 | $4,804+1183.7% | $4,554+1254.0% | $4,156+1383.8% |
| Participant deferral / active EE | $18,167 | $8,216+121.1% | $7,897+130.0% | $6,407+183.6% |
| Admin fee / account holder | $20 | $14,344-99.9% | $13,129-99.8% | $12,270-99.8% |