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 | $39,101 | $81,446-52.0% | $103,374-62.2% | $80,874-51.7% |
| Participation rate | 51.4% | 66.9%-15.5pp | 74.5%-23.2pp | 67.6%-16.3pp |
| Annual return | 0.00% | 25.57%-25.6pp | 24.89%-24.9pp | 35.62%-35.6pp |
| Employer contribution / active EE | $551 | $3,107-82.3% | $3,869-85.7% | $2,756-80.0% |
| Participant deferral / active EE | $1,573 | $3,870-59.4% | $5,058-68.9% | $4,297-63.4% |
| Admin fee / account holder | $5 | $6,715-99.9% | $8,394-99.9% | $6,935-99.9% |