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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,869 | $80,717-82.8% | $154,803-91.0% | $84,808-83.6% |
| Participation rate | 17.6% | 66.8%-49.2pp | 78.1%-60.4pp | 68.3%-50.7pp |
| Annual return | 7.63% | 37.96%-30.3pp | 58.88%-51.3pp | 40.90%-33.3pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $216 | $3,303-93.5% | $5,540-96.1% | $4,212-94.9% |
| Admin fee / account holder | $24 | $6,746-99.6% | $14,329-99.8% | $7,344-99.7% |