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 | $15,008 | $100,773-85.1% | $88,946-83.1% | $142,382-89.5% |
| Participation rate | 62.5% | 74.3%-11.8pp | 68.8%-6.3pp | 80.1%-17.6pp |
| Annual return | 0.00% | 70.18%-70.2pp | 57.82%-57.8pp | 217.08%-217.1pp |
| Employer contribution / active EE | $107 | $2,918-96.3% | $2,555-95.8% | $4,299-97.5% |
| Participant deferral / active EE | $151 | $5,230-97.1% | $4,581-96.7% | $6,507-97.7% |
| Admin fee / account holder | $0 | $9,693-100.0% | $8,261-100.0% | $12,624-100.0% |