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 | $16,115 | $48,230-66.6% | $67,502-76.1% | $80,856-80.1% |
| Participation rate | 12.9% | 66.4%-53.5pp | 72.9%-60.0pp | 67.6%-54.7pp |
| Annual return | 14.55% | 18.28%-3.7pp | 3512.12%-3497.6pp | 35.59%-21.0pp |
| Employer contribution / active EE | $317 | $2,020-84.3% | $2,731-88.4% | $2,755-88.5% |
| Participant deferral / active EE | $853 | $2,924-70.8% | $4,000-78.7% | $4,296-80.1% |
| Admin fee / account holder | $193 | $3,681-94.8% | $3,998-95.2% | $6,918-97.2% |