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 | $12,411 | $81,248-84.7% | $155,509-92.0% | $80,856-84.7% |
| Participation rate | 61.5% | 66.2%-4.7pp | 78.2%-16.6pp | 67.6%-6.1pp |
| Annual return | 123.79% | 33.31%+90.5pp | 64.67%+59.1pp | 35.59%+88.2pp |
| Employer contribution / active EE | $977 | $3,100-68.5% | $4,672-79.1% | $2,755-64.5% |
| Participant deferral / active EE | $1,933 | $3,452-44.0% | $5,626-65.6% | $4,296-55.0% |
| Admin fee / account holder | $10 | $7,997-99.9% | $15,912-99.9% | $6,918-99.9% |