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 | $21,324 | $159,934-86.7% | $147,005-85.5% | $145,959-85.4% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.2%-19.7pp | 80.3%-17.8pp |
| Annual return | 87.37% | 98.24%-10.9pp | 418.76%-331.4pp | 561.95%-474.6pp |
| Employer contribution / active EE | $685 | $5,287-87.1% | $4,934-86.1% | $4,661-85.3% |
| Participant deferral / active EE | $6,875 | $8,427-18.4% | $8,070-14.8% | $6,689+2.8% |
| Admin fee / account holder | $118 | $15,053-99.2% | $13,006-99.1% | $13,398-99.1% |