Unlock peer percentile detail for $4.99 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 | $30,265 | $166,020-81.8% | $164,866-81.6% | $145,959-79.3% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 0.00% | 100.08%-100.1pp | 69.97%-70.0pp | 561.95%-561.9pp |
| Employer contribution / active EE | $3,784 | $5,275-28.3% | $4,343-12.9% | $4,661-18.8% |
| Participant deferral / active EE | $11,500 | $6,961+65.2% | $6,033+90.6% | $6,689+71.9% |
| Admin fee / account holder | $29 | $16,644-99.8% | $12,689-99.8% | $13,398-99.8% |