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 | $16,082 | $80,717-80.1% | $154,803-89.6% | $84,808-81.0% |
| Participation rate | 32.1% | 66.8%-34.7pp | 78.1%-45.9pp | 68.3%-36.2pp |
| Annual return | 42.12% | 37.96%+4.2pp | 58.88%-16.8pp | 40.90%+1.2pp |
| Employer contribution / active EE | $633 | $2,761-77.1% | $4,305-85.3% | $2,631-75.9% |
| Participant deferral / active EE | $2,263 | $3,303-31.5% | $5,540-59.1% | $4,212-46.3% |
| Admin fee / account holder | $192 | $6,746-97.2% | $14,329-98.7% | $7,344-97.4% |