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 | $31,316 | $100,970-69.0% | $96,576-67.6% | $137,256-77.2% |
| Participation rate | 15.4% | 82.6%-67.2pp | 81.4%-66.1pp | 80.0%-64.6pp |
| Annual return | 0.00% | 38.16%-38.2pp | 38.47%-38.5pp | 220.34%-220.3pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $484 | $8,286-94.2% | $7,956-93.9% | $6,407-92.4% |
| Admin fee / account holder | $43 | $11,312-99.6% | $11,381-99.6% | $12,270-99.7% |