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 | $43,925 | $177,572-75.3% | $154,803-71.6% | $142,382-69.2% |
| Participation rate | 12.5% | 82.1%-69.6pp | 78.1%-65.6pp | 80.1%-67.6pp |
| Annual return | 145.62% | 65.07%+80.5pp | 58.88%+86.7pp | 217.08%-71.5pp |
| Employer contribution / active EE | $118 | $4,810-97.5% | $4,305-97.3% | $4,299-97.2% |
| Participant deferral / active EE | $545 | $6,272-91.3% | $5,540-90.2% | $6,507-91.6% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |