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 | $58,796 | $183,519-68.0% | $155,509-62.2% | $145,922-59.7% |
| Participation rate | 28.6% | 82.7%-54.1pp | 78.2%-49.6pp | 80.3%-51.7pp |
| Annual return | 0.00% | 61.17%-61.2pp | 64.67%-64.7pp | 561.29%-561.3pp |
| Employer contribution / active EE | $427 | $5,313-92.0% | $4,672-90.9% | $4,660-90.8% |
| Participant deferral / active EE | $564 | $6,462-91.3% | $5,626-90.0% | $6,688-91.6% |
| Admin fee / account holder | $132 | $19,313-99.3% | $15,912-99.2% | $13,397-99.0% |