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 | $97,035 | $109,904-11.7% | $97,167-0.1% | $145,959-33.5% |
| Participation rate | 33.3% | 75.9%-42.6pp | 72.7%-39.4pp | 80.3%-47.0pp |
| Annual return | 0.00% | 243.43%-243.4pp | 75.27%-75.3pp | 561.95%-561.9pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,729-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $6,500 | $4,676+39.0% | $4,264+52.5% | $6,689-2.8% |
| Admin fee / account holder | $41 | $6,216-99.3% | $5,650-99.3% | $13,398-99.7% |