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 | $11,358 | $72,400-84.3% | $67,502-83.2% | $145,922-92.2% |
| Participation rate | 0.0% | 76.9%-76.9pp | 72.9%-72.9pp | 80.3%-80.3pp |
| Annual return | 29.86% | 7182.46%-7152.6pp | 3512.12%-3482.3pp | 561.29%-531.4pp |
| Employer contribution / active EE | $0 | $3,069-100.0% | $2,731-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $463 | $4,783-90.3% | $4,000-88.4% | $6,688-93.1% |
| Admin fee / account holder | $25 | $5,539-99.5% | $3,998-99.4% | $13,397-99.8% |