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 | $57,341 | $117,983-51.4% | $101,794-43.7% | $142,382-59.7% |
| Participation rate | 44.4% | 74.2%-29.8pp | 69.2%-24.7pp | 80.1%-35.7pp |
| Annual return | 0.00% | 36.92%-36.9pp | 30.53%-30.5pp | 217.08%-217.1pp |
| Employer contribution / active EE | $346 | $2,773-87.5% | $2,289-84.9% | $4,299-92.0% |
| Participant deferral / active EE | $787 | $4,714-83.3% | $4,084-80.7% | $6,507-87.9% |
| Admin fee / account holder | $11 | $10,433-99.9% | $8,777-99.9% | $12,624-99.9% |