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 | $44,400 | $101,317-56.2% | $146,958-69.8% | $74,495-40.4% |
| Participation rate | 63.2% | 75.5%-12.4pp | 82.2%-19.0pp | 67.2%-4.0pp |
| Annual return | 17.49% | 8730.91%-8713.4pp | 418.34%-400.9pp | 1364.94%-1347.5pp |
| Employer contribution / active EE | $0 | $3,810-100.0% | $4,933-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $4,438 | $7,303-39.2% | $8,070-45.0% | $4,346+2.1% |
| Admin fee / account holder | $75 | $1,739-95.7% | $12,998-99.4% | $1,942-96.1% |