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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,297 | $148,534-84.3% | $135,903-82.9% | $139,434-83.3% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 5.57% | 79.19%-73.6pp | 68.23%-62.7pp | 372.94%-367.4pp |
| Employer contribution / active EE | $3,254 | $5,243-37.9% | $4,856-33.0% | $4,751-31.5% |
| Participant deferral / active EE | $0 | $8,100-100.0% | $7,758-100.0% | $6,710-100.0% |
| Admin fee / account holder | $61 | $12,400-99.5% | $10,762-99.4% | $11,403-99.5% |