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 | $1,429 | $88,751-98.4% | $81,812-98.3% | $145,922-99.0% |
| Participation rate | 58.8% | 75.0%-16.2pp | 72.3%-13.5pp | 80.3%-21.5pp |
| Annual return | 0.00% | 1025.40%-1025.4pp | 773.79%-773.8pp | 561.29%-561.3pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,912-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $851 | $4,643-81.7% | $4,319-80.3% | $6,688-87.3% |
| Admin fee / account holder | $4 | $8,415-100.0% | $7,386-100.0% | $13,397-100.0% |