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 | $27,717 | $124,425-77.7% | $112,040-75.3% | $137,256-79.8% |
| Participation rate | 55.6% | 79.3%-23.8pp | 76.5%-20.9pp | 80.0%-24.4pp |
| Annual return | 48.55% | 24.72%+23.8pp | 24.52%+24.0pp | 220.34%-171.8pp |
| Employer contribution / active EE | $1,701 | $3,411-50.1% | $2,954-42.4% | $4,156-59.1% |
| Participant deferral / active EE | $8,340 | $5,718+45.8% | $5,098+63.6% | $6,407+30.2% |
| Admin fee / account holder | $109 | $15,207-99.3% | $12,098-99.1% | $12,270-99.1% |