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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,230 | $100,773-77.9% | $88,946-75.0% | $142,382-84.4% |
| Participation rate | 15.8% | 74.3%-58.5pp | 68.8%-53.1pp | 80.1%-64.3pp |
| Annual return | 0.00% | 70.18%-70.2pp | 57.82%-57.8pp | 217.08%-217.1pp |
| Employer contribution / active EE | $173 | $2,918-94.1% | $2,555-93.2% | $4,299-96.0% |
| Participant deferral / active EE | $3,304 | $5,230-36.8% | $4,581-27.9% | $6,507-49.2% |
| Admin fee / account holder | $55 | $9,693-99.4% | $8,261-99.3% | $12,624-99.6% |