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 | $15,341 | $114,381-86.6% | $107,525-85.7% | $142,382-89.2% |
| Participation rate | 66.7% | 78.1%-11.5pp | 75.1%-8.4pp | 80.1%-13.5pp |
| Annual return | 21.76% | 242.71%-220.9pp | 181.32%-159.6pp | 217.08%-195.3pp |
| Employer contribution / active EE | $2,227 | $4,015-44.5% | $3,754-40.7% | $4,299-48.2% |
| Participant deferral / active EE | $2,643 | $5,564-52.5% | $5,116-48.3% | $6,507-59.4% |
| Admin fee / account holder | $20 | $9,860-99.8% | $8,919-99.8% | $12,624-99.8% |