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 | $36,398 | $114,381-68.2% | $107,525-66.1% | $142,382-74.4% |
| Participation rate | 25.0% | 78.1%-53.1pp | 75.1%-50.1pp | 80.1%-55.1pp |
| Annual return | 15.90% | 242.71%-226.8pp | 181.32%-165.4pp | 217.08%-201.2pp |
| Employer contribution / active EE | $557 | $4,015-86.1% | $3,754-85.1% | $4,299-87.0% |
| Participant deferral / active EE | $929 | $5,564-83.3% | $5,116-81.8% | $6,507-85.7% |
| Admin fee / account holder | $284 | $9,860-97.1% | $8,919-96.8% | $12,624-97.8% |