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 | $10,997 | $45,343-75.7% | $150,298-92.7% | $67,986-83.8% |
| Participation rate | 5.2% | 51.9%-46.6pp | 77.8%-72.5pp | 57.2%-52.0pp |
| Annual return | 0.00% | 33.28%-33.3pp | 62.79%-62.8pp | 31.67%-31.7pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $4,154-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $136 | $2,055-93.4% | $5,453-97.5% | $3,358-96.0% |
| Admin fee / account holder | $81 | $2,250-96.4% | $14,116-99.4% | $3,203-97.5% |