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 | $12,054 | $158,398-92.4% | $126,539-90.5% | $142,382-91.5% |
| Participation rate | 58.3% | 75.8%-17.5pp | 69.8%-11.5pp | 80.1%-21.8pp |
| Annual return | 9.76% | 593.76%-584.0pp | 425.95%-416.2pp | 217.08%-207.3pp |
| Employer contribution / active EE | $2,979 | $4,650-35.9% | $3,674-18.9% | $4,299-30.7% |
| Participant deferral / active EE | $0 | $4,767-100.0% | $4,083-100.0% | $6,507-100.0% |
| Admin fee / account holder | $0 | $6,918-100.0% | $6,065-100.0% | $12,624-100.0% |