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 | $61,504 | $183,519-66.5% | $155,509-60.4% | $145,922-57.9% |
| Participation rate | 22.2% | 82.7%-60.4pp | 78.2%-56.0pp | 80.3%-58.1pp |
| Annual return | 22.65% | 61.17%-38.5pp | 64.67%-42.0pp | 561.29%-538.6pp |
| Employer contribution / active EE | $0 | $5,313-100.0% | $4,672-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $7,167 | $6,462+10.9% | $5,626+27.4% | $6,688+7.2% |
| Admin fee / account holder | $156 | $19,313-99.2% | $15,912-99.0% | $13,397-98.8% |