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 | $159,901-86.7% | $146,958-85.5% | $145,922-85.4% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.2%-19.7pp | 80.3%-17.8pp |
| Annual return | 87.37% | 98.13%-10.8pp | 418.34%-331.0pp | 561.29%-473.9pp |
| Employer contribution / active EE | $685 | $5,286-87.0% | $4,933-86.1% | $4,660-85.3% |
| Participant deferral / active EE | $6,875 | $8,428-18.4% | $8,070-14.8% | $6,688+2.8% |
| Admin fee / account holder | $118 | $15,044-99.2% | $12,998-99.1% | $13,397-99.1% |