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 | $34,710 | $72,071-51.8% | $68,368-49.2% | $137,256-74.7% |
| Participation rate | 25.0% | 76.2%-51.2pp | 73.8%-48.8pp | 80.0%-55.0pp |
| Annual return | 48.95% | 353.14%-304.2pp | 292.57%-243.6pp | 220.34%-171.4pp |
| Employer contribution / active EE | $2,750 | $2,788-1.4% | $2,649+3.8% | $4,156-33.8% |
| Participant deferral / active EE | $2,750 | $4,410-37.6% | $4,123-33.3% | $6,407-57.1% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |