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 | $11,283 | $102,245-89.0% | $89,340-87.4% | $137,256-91.8% |
| Participation rate | 57.1% | 74.9%-17.7pp | 69.6%-12.4pp | 80.0%-22.8pp |
| Annual return | 15.88% | 21.89%-6.0pp | 20.57%-4.7pp | 220.34%-204.5pp |
| Employer contribution / active EE | $678 | $2,529-73.2% | $2,231-69.6% | $4,156-83.7% |
| Participant deferral / active EE | $1,331 | $4,436-70.0% | $3,823-65.2% | $6,407-79.2% |
| Admin fee / account holder | $0 | $8,085-100.0% | $6,704-100.0% | $12,270-100.0% |