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 | $50,534 | $27,915+81.0% | $58,482-13.6% | $75,163-32.8% |
| Participation rate | 18.4% | 38.8%-20.4pp | 50.9%-32.4pp | 67.2%-48.8pp |
| Annual return | 0.00% | 44.20%-44.2pp | 4239.32%-4239.3pp | 160.62%-160.6pp |
| Employer contribution / active EE | $9 | $669-98.6% | $1,053-99.1% | $2,670-99.7% |
| Participant deferral / active EE | $27 | $1,201-97.7% | $1,924-98.6% | $4,125-99.3% |
| Admin fee / account holder | $115 | $1,726-93.3% | $2,516-95.4% | $5,651-98.0% |