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 | $20,729 | $68,097-69.6% | $62,929-67.1% | $137,256-84.9% |
| Participation rate | 50.0% | 77.4%-27.4pp | 73.1%-23.1pp | 80.0%-30.0pp |
| Annual return | 72.72% | 1859.11%-1786.4pp | 1063.93%-991.2pp | 220.34%-147.6pp |
| Employer contribution / active EE | $41 | $2,811-98.6% | $2,505-98.4% | $4,156-99.0% |
| Participant deferral / active EE | $54 | $4,553-98.8% | $3,888-98.6% | $6,407-99.2% |
| Admin fee / account holder | $0 | $6,521-100.0% | $5,065-100.0% | $12,270-100.0% |