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 | $17,705 | $157,256-88.7% | $141,162-87.5% | $152,861-88.4% |
| Participation rate | 39.1% | 84.8%-45.7pp | 82.5%-43.3pp | 82.4%-43.3pp |
| Annual return | 18.90% | 64.32%-45.4pp | 71.39%-52.5pp | 345.32%-326.4pp |
| Employer contribution / active EE | $587 | $5,261-88.8% | $4,735-87.6% | $4,762-87.7% |
| Participant deferral / active EE | $2,372 | $7,109-66.6% | $6,709-64.6% | $5,850-59.5% |
| Admin fee / account holder | $106 | $12,120-99.1% | $10,261-99.0% | $11,596-99.1% |