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 | $17,253 | $111,724-84.6% | $93,606-81.6% | $145,922-88.2% |
| Participation rate | 47.1% | 74.2%-27.1pp | 68.7%-21.7pp | 80.3%-33.2pp |
| Annual return | 20.48% | 202.98%-182.5pp | 133.20%-112.7pp | 561.29%-540.8pp |
| Employer contribution / active EE | $830 | $3,090-73.1% | $2,420-65.7% | $4,660-82.2% |
| Participant deferral / active EE | $2,571 | $4,912-47.7% | $4,411-41.7% | $6,688-61.6% |
| Admin fee / account holder | $98 | $10,250-99.0% | $8,285-98.8% | $13,397-99.3% |