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 | $4,277 | $74,927-94.3% | $101,794-95.8% | $84,808-95.0% |
| Participation rate | 46.4% | 61.4%-15.0pp | 69.2%-22.8pp | 68.3%-21.9pp |
| Annual return | 0.00% | 18.70%-18.7pp | 30.53%-30.5pp | 40.90%-40.9pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,058 | $3,099-33.6% | $4,084-49.6% | $4,212-51.1% |
| Admin fee / account holder | $201 | $6,514-96.9% | $8,777-97.7% | $7,344-97.3% |