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 | $0 | $105,126-100.0% | $94,646-100.0% | $139,434-100.0% |
| Participation rate | 0.0% | 82.4%-82.4pp | 80.8%-80.8pp | 80.3%-80.3pp |
| Annual return | 842.38% | 38.03%+804.3pp | 156.71%+685.7pp | 372.94%+469.4pp |
| Employer contribution / active EE | $55 | $4,106-98.7% | $3,672-98.5% | $4,751-98.8% |
| Participant deferral / active EE | $101 | $7,599-98.7% | $7,418-98.6% | $6,710-98.5% |
| Admin fee / account holder | $0 | $8,984-100.0% | $7,231-100.0% | $11,403-100.0% |