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 | $20,479 | $177,572-88.5% | $154,803-86.8% | $142,382-85.6% |
| Participation rate | 62.5% | 82.1%-19.6pp | 78.1%-15.6pp | 80.1%-17.6pp |
| Annual return | 28.08% | 65.07%-37.0pp | 58.88%-30.8pp | 217.08%-189.0pp |
| Employer contribution / active EE | $2,423 | $4,810-49.6% | $4,305-43.7% | $4,299-43.7% |
| Participant deferral / active EE | $6,972 | $6,272+11.2% | $5,540+25.8% | $6,507+7.1% |
| Admin fee / account holder | $273 | $16,786-98.4% | $14,329-98.1% | $12,624-97.8% |