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 | $13,270 | $30,400-56.3% | $53,898-75.4% | $84,808-84.4% |
| Participation rate | 9.5% | 46.4%-36.9pp | 55.0%-45.4pp | 68.3%-58.8pp |
| Annual return | 17.19% | 500.19%-483.0pp | 528.60%-511.4pp | 40.90%-23.7pp |
| Employer contribution / active EE | $190 | $603-68.4% | $932-79.6% | $2,631-92.8% |
| Participant deferral / active EE | $0 | $1,199-100.0% | $1,826-100.0% | $4,212-100.0% |
| Admin fee / account holder | $120 | $1,993-94.0% | $2,491-95.2% | $7,344-98.4% |