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 | $36,775 | $183,592-80.0% | $155,567-76.4% | $145,959-74.8% |
| Participation rate | 33.3% | 82.7%-49.3pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | 2488.10% | 61.24%+2426.9pp | 64.74%+2423.4pp | 561.95%+1926.1pp |
| Employer contribution / active EE | $729 | $5,315-86.3% | $4,674-84.4% | $4,661-84.4% |
| Participant deferral / active EE | $729 | $6,464-88.7% | $5,628-87.1% | $6,689-89.1% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |