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 | $11,682 | $126,574-90.8% | $106,213-89.0% | $145,922-92.0% |
| Participation rate | 42.1% | 77.6%-35.5pp | 75.3%-33.2pp | 80.3%-38.2pp |
| Annual return | 32.00% | 224.79%-192.8pp | 116.14%-84.1pp | 561.29%-529.3pp |
| Employer contribution / active EE | $758 | $3,730-79.7% | $3,171-76.1% | $4,660-83.7% |
| Participant deferral / active EE | $1,925 | $5,724-66.4% | $5,016-61.6% | $6,688-71.2% |
| Admin fee / account holder | $254 | $17,304-98.5% | $11,033-97.7% | $13,397-98.1% |