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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $200 | $54,701-99.6% | $86,188-99.8% | $71,457-99.7% |
| Participation rate | 24.6% | 60.1%-35.5pp | 69.0%-44.4pp | 67.9%-43.3pp |
| Annual return | 0.00% | 20.06%-20.1pp | 1168.45%-1168.4pp | 28.85%-28.8pp |
| Employer contribution / active EE | $88 | $1,265-93.0% | $2,380-96.3% | $2,588-96.6% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $3,985-100.0% | $4,289-100.0% |
| Admin fee / account holder | $0 | $1,922-100.0% | $6,852-100.0% | $1,587-100.0% |