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 | $50,144 | $183,592-72.7% | $155,567-67.8% | $145,959-65.6% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 26.97% | 61.24%-34.3pp | 64.74%-37.8pp | 561.95%-535.0pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,674-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $4,655 | $6,464-28.0% | $5,628-17.3% | $6,689-30.4% |
| Admin fee / account holder | $164 | $19,318-99.2% | $15,916-99.0% | $13,398-98.8% |