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 | $11,147 | $117,983-90.6% | $101,794-89.0% | $142,382-92.2% |
| Participation rate | 60.0% | 74.2%-14.2pp | 69.2%-9.2pp | 80.1%-20.1pp |
| Annual return | 288.67% | 36.92%+251.8pp | 30.53%+258.1pp | 217.08%+71.6pp |
| Employer contribution / active EE | $2,037 | $2,773-26.5% | $2,289-11.0% | $4,299-52.6% |
| Participant deferral / active EE | $4,716 | $4,7140% | $4,084+15.5% | $6,507-27.5% |
| Admin fee / account holder | $137 | $10,433-98.7% | $8,777-98.4% | $12,624-98.9% |