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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,560 | $100,004-88.4% | $81,438-85.8% | $145,959-92.1% |
| Participation rate | 28.6% | 74.2%-45.6pp | 69.5%-40.9pp | 80.3%-51.7pp |
| Annual return | 0.00% | 34.34%-34.3pp | 24.74%-24.7pp | 561.95%-561.9pp |
| Employer contribution / active EE | $1,389 | $2,970-53.2% | $2,460-43.6% | $4,661-70.2% |
| Participant deferral / active EE | $0 | $4,603-100.0% | $3,883-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $8,202-100.0% | $5,764-100.0% | $13,398-100.0% |