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 | $36,018 | $210,648-82.9% | $177,989-79.8% | $145,922-75.3% |
| Participation rate | 40.0% | 80.8%-40.8pp | 77.1%-37.1pp | 80.3%-40.3pp |
| Annual return | 0.00% | 385.86%-385.9pp | 294.48%-294.5pp | 561.29%-561.3pp |
| Employer contribution / active EE | $5,000 | $4,565+9.5% | $3,949+26.6% | $4,660+7.3% |
| Participant deferral / active EE | $9,000 | $6,958+29.4% | $6,276+43.4% | $6,688+34.6% |
| Admin fee / account holder | $0 | $12,013-100.0% | $10,363-100.0% | $13,397-100.0% |