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 | $49,915-78.0% | $154,803-92.9% | $74,304-85.2% |
| Participation rate | 5.2% | 54.0%-48.7pp | 78.1%-72.9pp | 60.3%-55.1pp |
| Annual return | 0.00% | 34.06%-34.1pp | 58.88%-58.9pp | 29.43%-29.4pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $4,305-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $136 | $2,255-94.0% | $5,540-97.6% | $3,767-96.4% |
| Admin fee / account holder | $81 | $2,189-96.3% | $14,329-99.4% | $2,969-97.3% |