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 | $2,379 | $48,795-95.1% | $65,493-96.4% | $84,808-97.2% |
| Participation rate | 42.9% | 67.0%-24.1pp | 73.1%-30.2pp | 68.3%-25.5pp |
| Annual return | 33.50% | 20.20%+13.3pp | 982.45%-948.9pp | 40.90%-7.4pp |
| Employer contribution / active EE | $0 | $1,930-100.0% | $2,574-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,180 | $2,928-59.7% | $3,961-70.2% | $4,212-72.0% |
| Admin fee / account holder | $265 | $3,877-93.2% | $5,028-94.7% | $7,344-96.4% |