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 | $19,559 | $150,187-87.0% | $120,354-83.7% | $145,922-86.6% |
| Participation rate | 0.0% | 78.8%-78.8pp | 71.9%-71.9pp | 80.3%-80.3pp |
| Annual return | 0.96% | 154.07%-153.1pp | 107.15%-106.2pp | 561.29%-560.3pp |
| Employer contribution / active EE | $2,900 | $4,348-33.3% | $3,463-16.2% | $4,660-37.8% |
| Participant deferral / active EE | $0 | $6,173-100.0% | $4,991-100.0% | $6,688-100.0% |
| Admin fee / account holder | $44 | $12,207-99.6% | $9,423-99.5% | $13,397-99.7% |