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 | $823 | $29,319-97.2% | $52,425-98.4% | $82,448-99.0% |
| Participation rate | 51.5% | 46.9%+4.7pp | 55.6%-4.1pp | 68.1%-16.6pp |
| Annual return | 0.00% | 535.20%-535.2pp | 302.12%-302.1pp | 41.64%-41.6pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $392 | $1,171-66.5% | $1,790-78.1% | $4,139-90.5% |
| Admin fee / account holder | $4 | $1,962-99.8% | $2,495-99.8% | $7,234-99.9% |