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 | $74,888-78.7% | $71,209-77.6% | $142,382-88.8% |
| Participation rate | 53.8% | 76.2%-22.4pp | 73.8%-19.9pp | 80.1%-26.3pp |
| Annual return | 24.11% | 345.14%-321.0pp | 282.51%-258.4pp | 217.08%-193.0pp |
| Employer contribution / active EE | $1,535 | $2,854-46.2% | $2,721-43.6% | $4,299-64.3% |
| Participant deferral / active EE | $4,243 | $4,454-4.7% | $4,175+1.6% | $6,507-34.8% |
| Admin fee / account holder | $85 | $5,568-98.5% | $5,349-98.4% | $12,624-99.3% |