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 | $8,154 | $48,230-83.1% | $67,502-87.9% | $80,856-89.9% |
| Participation rate | 21.7% | 66.4%-44.6pp | 72.9%-51.1pp | 67.6%-45.9pp |
| Annual return | 31.62% | 18.28%+13.3pp | 3512.12%-3480.5pp | 35.59%-4.0pp |
| Employer contribution / active EE | $289 | $2,020-85.7% | $2,731-89.4% | $2,755-89.5% |
| Participant deferral / active EE | $934 | $2,924-68.1% | $4,000-76.7% | $4,296-78.3% |
| Admin fee / account holder | $55 | $3,681-98.5% | $3,998-98.6% | $6,918-99.2% |