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 | $16,024 | $54,517-70.6% | $75,972-78.9% | $74,495-78.5% |
| Participation rate | 25.0% | 60.3%-35.3pp | 69.1%-44.1pp | 67.2%-42.2pp |
| Annual return | 11.91% | 31.82%-19.9pp | 359.55%-347.6pp | 1364.94%-1353.0pp |
| Employer contribution / active EE | $0 | $1,777-100.0% | $2,685-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $1,107 | $3,066-63.9% | $4,255-74.0% | $4,346-74.5% |
| Admin fee / account holder | $254 | $2,229-88.6% | $6,467-96.1% | $1,942-86.9% |