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 | $8,776 | $80,717-89.1% | $154,803-94.3% | $84,808-89.7% |
| Participation rate | 53.6% | 66.8%-13.2pp | 78.1%-24.5pp | 68.3%-14.7pp |
| Annual return | 0.00% | 37.96%-38.0pp | 58.88%-58.9pp | 40.90%-40.9pp |
| Employer contribution / active EE | $268 | $2,761-90.3% | $4,305-93.8% | $2,631-89.8% |
| Participant deferral / active EE | $646 | $3,303-80.5% | $5,540-88.3% | $4,212-84.7% |
| Admin fee / account holder | $1 | $6,746-100.0% | $14,329-100.0% | $7,344-100.0% |