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 | $0 | $83,884-100.0% | $64,056-100.0% | $74,419-100.0% |
| Participation rate | 0.0% | 76.6%-76.6pp | 72.3%-72.3pp | 70.7%-70.7pp |
| Annual return | 0.00% | 16.57%-16.6pp | 33.69%-33.7pp | 34.38%-34.4pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,747-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $0 | $3,692-100.0% | $3,880-100.0% | $4,528-100.0% |
| Admin fee / account holder | $0 | $196-100.0% | $3,068-100.0% | $348-100.0% |