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 | $65,412 | $238,490-72.6% | $180,183-63.7% | $142,382-54.1% |
| Participation rate | 66.7% | 82.3%-15.6pp | 77.4%-10.8pp | 80.1%-13.5pp |
| Annual return | 0.00% | 33.56%-33.6pp | 27.86%-27.9pp | 217.08%-217.1pp |
| Employer contribution / active EE | $40,317 | $6,143+556.3% | $5,039+700.1% | $4,299+837.8% |
| Participant deferral / active EE | $0 | $7,996-100.0% | $6,822-100.0% | $6,507-100.0% |
| Admin fee / account holder | $144 | $28,866-99.5% | $19,975-99.3% | $12,624-98.9% |