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 | $15,507 | $48,795-68.2% | $65,493-76.3% | $84,808-81.7% |
| Participation rate | 38.5% | 67.0%-28.5pp | 73.1%-34.6pp | 68.3%-29.8pp |
| Annual return | 0.00% | 20.20%-20.2pp | 982.45%-982.4pp | 40.90%-40.9pp |
| Employer contribution / active EE | -$15 | $1,930-100.8% | $2,574-100.6% | $2,631-100.6% |
| Participant deferral / active EE | $1,609 | $2,928-45.0% | $3,961-59.4% | $4,212-61.8% |
| Admin fee / account holder | $75 | $3,877-98.1% | $5,028-98.5% | $7,344-99.0% |