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 | $13,270 | $29,319-54.7% | $52,425-74.7% | $82,448-83.9% |
| Participation rate | 9.5% | 46.9%-37.3pp | 55.6%-46.1pp | 68.1%-58.5pp |
| Annual return | 17.19% | 535.20%-518.0pp | 302.12%-284.9pp | 41.64%-24.5pp |
| Employer contribution / active EE | $190 | $586-67.5% | $914-79.2% | $2,551-92.5% |
| Participant deferral / active EE | $0 | $1,171-100.0% | $1,790-100.0% | $4,139-100.0% |
| Admin fee / account holder | $120 | $1,962-93.9% | $2,495-95.2% | $7,234-98.3% |