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 | $8,713 | $58,234-85.0% | $81,783-89.3% | $80,874-89.2% |
| Participation rate | 22.2% | 63.4%-41.2pp | 72.4%-50.1pp | 67.6%-45.4pp |
| Annual return | 17.44% | 41.70%-24.3pp | 775.05%-757.6pp | 35.62%-18.2pp |
| Employer contribution / active EE | $353 | $2,341-84.9% | $2,913-87.9% | $2,756-87.2% |
| Participant deferral / active EE | $1,011 | $3,283-69.2% | $4,320-76.6% | $4,297-76.5% |
| Admin fee / account holder | $0 | $4,982-100.0% | $7,380-100.0% | $6,935-100.0% |