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 | $25,725 | $108,919-76.4% | $100,391-74.4% | $145,922-82.4% |
| Participation rate | 20.0% | 82.9%-62.9pp | 81.5%-61.5pp | 80.3%-60.3pp |
| Annual return | 0.00% | 57.88%-57.9pp | 49.20%-49.2pp | 561.29%-561.3pp |
| Employer contribution / active EE | $5,000 | $4,419+13.1% | $3,942+26.9% | $4,660+7.3% |
| Participant deferral / active EE | $0 | $8,445-100.0% | $8,082-100.0% | $6,688-100.0% |
| Admin fee / account holder | $5 | $9,689-99.9% | $7,899-99.9% | $13,397-100.0% |