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 | $79,861 | $177,572-55.0% | $154,803-48.4% | $142,382-43.9% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.1%-11.4pp | 80.1%-13.5pp |
| Annual return | 28.73% | 65.07%-36.3pp | 58.88%-30.1pp | 217.08%-188.3pp |
| Employer contribution / active EE | $17,036 | $4,810+254.2% | $4,305+295.7% | $4,299+296.3% |
| Participant deferral / active EE | $15,667 | $6,272+149.8% | $5,540+182.8% | $6,507+140.8% |
| Admin fee / account holder | $95 | $16,786-99.4% | $14,329-99.3% | $12,624-99.3% |