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 | $16,997 | $172,111-90.1% | $150,298-88.7% | $137,256-87.6% |
| Participation rate | 42.9% | 81.7%-38.9pp | 77.8%-34.9pp | 80.0%-37.1pp |
| Annual return | 57.87% | 69.37%-11.5pp | 62.79%-4.9pp | 220.34%-162.5pp |
| Employer contribution / active EE | $2,140 | $4,636-53.8% | $4,154-48.5% | $4,156-48.5% |
| Participant deferral / active EE | $8,505 | $6,166+37.9% | $5,453+56.0% | $6,407+32.8% |
| Admin fee / account holder | $106 | $16,471-99.4% | $14,116-99.2% | $12,270-99.1% |