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 | $24,271 | $81,460-70.2% | $103,333-76.5% | $80,856-70.0% |
| Participation rate | 53.8% | 66.8%-13.0pp | 74.5%-20.7pp | 67.6%-13.8pp |
| Annual return | 0.00% | 25.55%-25.5pp | 24.88%-24.9pp | 35.59%-35.6pp |
| Employer contribution / active EE | $625 | $3,105-79.9% | $3,868-83.8% | $2,755-77.3% |
| Participant deferral / active EE | $859 | $3,869-77.8% | $5,057-83.0% | $4,296-80.0% |
| Admin fee / account holder | $106 | $6,566-98.4% | $8,355-98.7% | $6,918-98.5% |