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 | $7,214 | $78,926-90.9% | $136,749-94.7% | $84,808-91.5% |
| Participation rate | 44.8% | 62.2%-17.3pp | 72.1%-27.3pp | 68.3%-23.5pp |
| Annual return | 19.54% | 18.17%+1.4pp | 24.33%-4.8pp | 40.90%-21.4pp |
| Employer contribution / active EE | $375 | $2,134-82.4% | $3,400-89.0% | $2,631-85.7% |
| Participant deferral / active EE | $1,250 | $3,168-60.6% | $4,692-73.4% | $4,212-70.3% |
| Admin fee / account holder | $154 | $6,369-97.6% | $11,386-98.6% | $7,344-97.9% |