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 | $15,936 | $72,071-77.9% | $68,368-76.7% | $137,256-88.4% |
| Participation rate | 53.8% | 76.2%-22.4pp | 73.8%-19.9pp | 80.0%-26.1pp |
| Annual return | 24.11% | 353.14%-329.0pp | 292.57%-268.5pp | 220.34%-196.2pp |
| Employer contribution / active EE | $1,535 | $2,788-44.9% | $2,649-42.1% | $4,156-63.1% |
| Participant deferral / active EE | $4,243 | $4,410-3.8% | $4,123+2.9% | $6,407-33.8% |
| Admin fee / account holder | $85 | $5,336-98.4% | $5,150-98.4% | $12,270-99.3% |