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 | $19,196 | $159,602-88.0% | $150,045-87.2% | $142,382-86.5% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.3%-22.3pp | 80.1%-20.1pp |
| Annual return | 26.10% | 70.24%-44.1pp | 62.55%-36.4pp | 217.08%-191.0pp |
| Employer contribution / active EE | $1,780 | $4,961-64.1% | $4,693-62.1% | $4,299-58.6% |
| Participant deferral / active EE | $4,454 | $8,310-46.4% | $7,997-44.3% | $6,507-31.5% |
| Admin fee / account holder | $224 | $14,846-98.5% | $13,435-98.3% | $12,624-98.2% |