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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,391 | $123,909-65.0% | $69,647-37.7% | $145,922-70.3% |
| Participation rate | 50.0% | 69.2%-19.2pp | 66.5%-16.5pp | 80.3%-30.3pp |
| Annual return | 0.00% | 190.55%-190.5pp | 100.48%-100.5pp | 561.29%-561.3pp |
| Employer contribution / active EE | $20,000 | $2,682+645.8% | $1,712+1067.9% | $4,660+329.2% |
| Participant deferral / active EE | $0 | $4,236-100.0% | $2,886-100.0% | $6,688-100.0% |
| Admin fee / account holder | $12 | $7,863-99.9% | $4,713-99.8% | $13,397-99.9% |