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 | $4,131 | $70,756-94.2% | $65,493-93.7% | $142,382-97.1% |
| Participation rate | 36.8% | 77.4%-40.5pp | 73.1%-36.3pp | 80.1%-43.3pp |
| Annual return | 15.75% | 1754.89%-1739.1pp | 982.45%-966.7pp | 217.08%-201.3pp |
| Employer contribution / active EE | $0 | $2,881-100.0% | $2,574-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $910 | $4,637-80.4% | $3,961-77.0% | $6,507-86.0% |
| Admin fee / account holder | $82 | $6,559-98.8% | $5,028-98.4% | $12,624-99.4% |