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 | $9,143 | $48,795-81.3% | $65,493-86.0% | $84,808-89.2% |
| Participation rate | 15.9% | 67.0%-51.1pp | 73.1%-57.2pp | 68.3%-52.4pp |
| Annual return | 18.08% | 20.20%-2.1pp | 982.45%-964.4pp | 40.90%-22.8pp |
| Employer contribution / active EE | $285 | $1,930-85.2% | $2,574-88.9% | $2,631-89.2% |
| Participant deferral / active EE | $480 | $2,928-83.6% | $3,961-87.9% | $4,212-88.6% |
| Admin fee / account holder | $174 | $3,877-95.5% | $5,028-96.5% | $7,344-97.6% |