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 | $27,499 | $117,983-76.7% | $101,794-73.0% | $142,382-80.7% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.2%-2.5pp | 80.1%-13.5pp |
| Annual return | 26.64% | 36.92%-10.3pp | 30.53%-3.9pp | 217.08%-190.4pp |
| Employer contribution / active EE | $8,296 | $2,773+199.2% | $2,289+262.5% | $4,299+93.0% |
| Participant deferral / active EE | $5,167 | $4,714+9.6% | $4,084+26.5% | $6,507-20.6% |
| Admin fee / account holder | $36 | $10,433-99.7% | $8,777-99.6% | $12,624-99.7% |