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 | $20,656 | $60,323-65.8% | $81,812-74.8% | $74,495-72.3% |
| Participation rate | 16.0% | 62.9%-46.9pp | 72.3%-56.4pp | 67.2%-51.2pp |
| Annual return | 0.00% | 16.90%-16.9pp | 773.79%-773.8pp | 1364.94%-1364.9pp |
| Employer contribution / active EE | $134 | $2,620-94.9% | $2,912-95.4% | $2,623-94.9% |
| Participant deferral / active EE | $295 | $3,387-91.3% | $4,319-93.2% | $4,346-93.2% |
| Admin fee / account holder | $277 | $1,486-81.4% | $7,386-96.2% | $1,942-85.7% |