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 | $7,560 | $102,605-92.6% | $145,661-94.8% | $84,808-91.1% |
| Participation rate | 42.3% | 74.3%-32.0pp | 77.2%-34.9pp | 68.3%-26.0pp |
| Annual return | 132.05% | 26.50%+105.5pp | 101.46%+30.6pp | 40.90%+91.1pp |
| Employer contribution / active EE | $387 | $3,325-88.4% | $4,238-90.9% | $2,631-85.3% |
| Participant deferral / active EE | $1,795 | $5,750-68.8% | $7,198-75.1% | $4,212-57.4% |
| Admin fee / account holder | $142 | $8,758-98.4% | $12,466-98.9% | $7,344-98.1% |