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 | $19,363 | $154,228-87.4% | $145,433-86.7% | $137,256-85.9% |
| Participation rate | 19.0% | 83.8%-64.7pp | 82.1%-63.1pp | 80.0%-60.9pp |
| Annual return | 21.19% | 74.59%-53.4pp | 66.58%-45.4pp | 220.34%-199.1pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,230 | $8,216-85.0% | $7,897-84.4% | $6,407-80.8% |
| Admin fee / account holder | $255 | $14,344-98.2% | $13,129-98.1% | $12,270-97.9% |