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 | $25,533 | $183,592-86.1% | $155,567-83.6% | $145,959-82.5% |
| Participation rate | 33.3% | 82.7%-49.3pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | 0.00% | 61.24%-61.2pp | 64.74%-64.7pp | 561.95%-561.9pp |
| Employer contribution / active EE | $844 | $5,315-84.1% | $4,674-81.9% | $4,661-81.9% |
| Participant deferral / active EE | $7,667 | $6,464+18.6% | $5,628+36.2% | $6,689+14.6% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |