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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,503 | $88,751-93.8% | $81,812-93.3% | $145,922-96.2% |
| Participation rate | 10.0% | 75.0%-65.0pp | 72.3%-62.3pp | 80.3%-70.3pp |
| Annual return | 0.00% | 1025.40%-1025.4pp | 773.79%-773.8pp | 561.29%-561.3pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,912-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $536 | $4,643-88.5% | $4,319-87.6% | $6,688-92.0% |
| Admin fee / account holder | $13 | $8,415-99.8% | $7,386-99.8% | $13,397-99.9% |