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 | $5,097 | $70,756-92.8% | $65,493-92.2% | $142,382-96.4% |
| Participation rate | 40.0% | 77.4%-37.4pp | 73.1%-33.1pp | 80.1%-40.1pp |
| Annual return | 0.00% | 1754.89%-1754.9pp | 982.45%-982.4pp | 217.08%-217.1pp |
| Employer contribution / active EE | $2,018 | $2,881-29.9% | $2,574-21.6% | $4,299-53.1% |
| Participant deferral / active EE | $0 | $4,637-100.0% | $3,961-100.0% | $6,507-100.0% |
| Admin fee / account holder | $5 | $6,559-99.9% | $5,028-99.9% | $12,624-100.0% |