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 | $147,926 | $109,413+35.2% | $156,263-5.3% | $84,808+74.4% |
| Participation rate | 56.4% | 72.7%-16.3pp | 78.9%-22.5pp | 68.3%-11.9pp |
| Annual return | 0.00% | 20.18%-20.2pp | 59.47%-59.5pp | 40.90%-40.9pp |
| Employer contribution / active EE | $437 | $2,907-85.0% | $4,333-89.9% | $2,631-83.4% |
| Participant deferral / active EE | $1,143 | $4,590-75.1% | $6,158-81.4% | $4,212-72.9% |
| Admin fee / account holder | $0 | $9,357-100.0% | $14,255-100.0% | $7,344-100.0% |