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 | $3,091 | $70,606-95.6% | $53,898-94.3% | $142,382-97.8% |
| Participation rate | 50.0% | 63.7%-13.7pp | 55.0%-5.0pp | 80.1%-30.1pp |
| Annual return | 0.00% | 619.81%-619.8pp | 528.60%-528.6pp | 217.08%-217.1pp |
| Employer contribution / active EE | $657 | $1,202-45.3% | $932-29.5% | $4,299-84.7% |
| Participant deferral / active EE | $901 | $2,364-61.9% | $1,826-50.7% | $6,507-86.2% |
| Admin fee / account holder | $227 | $2,852-92.0% | $2,491-90.9% | $12,624-98.2% |