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 | $12,721 | $108,919-88.3% | $100,391-87.3% | $145,922-91.3% |
| Participation rate | 36.8% | 82.9%-46.1pp | 81.5%-44.6pp | 80.3%-43.4pp |
| Annual return | 19.95% | 57.88%-37.9pp | 49.20%-29.3pp | 561.29%-541.3pp |
| Employer contribution / active EE | $0 | $4,419-100.0% | $3,942-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $2,524 | $8,445-70.1% | $8,082-68.8% | $6,688-62.3% |
| Admin fee / account holder | $56 | $9,689-99.4% | $7,899-99.3% | $13,397-99.6% |