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 | $831 | $70,606-98.8% | $53,898-98.5% | $142,382-99.4% |
| Participation rate | 69.2% | 63.7%+5.5pp | 55.0%+14.3pp | 80.1%-10.9pp |
| Annual return | 0.00% | 619.81%-619.8pp | 528.60%-528.6pp | 217.08%-217.1pp |
| Employer contribution / active EE | $0 | $1,202-100.0% | $932-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $557 | $2,364-76.4% | $1,826-69.5% | $6,507-91.4% |
| Admin fee / account holder | $0 | $2,852-100.0% | $2,491-100.0% | $12,624-100.0% |