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 | $8,094 | $60,892-86.7% | $82,389-90.2% | $84,808-90.5% |
| Participation rate | 36.3% | 63.3%-27.0pp | 69.5%-33.3pp | 68.3%-32.1pp |
| Annual return | 28.04% | 37.29%-9.3pp | 28.67%-0.6pp | 40.90%-12.9pp |
| Employer contribution / active EE | $1,025 | $1,779-42.4% | $2,517-59.3% | $2,631-61.0% |
| Participant deferral / active EE | $1,517 | $3,179-52.3% | $4,155-63.5% | $4,212-64.0% |
| Admin fee / account holder | $248 | $5,467-95.5% | $7,231-96.6% | $7,344-96.6% |