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 | $77,896-90.7% | $134,172-94.6% | $82,448-91.2% |
| Participation rate | 44.8% | 62.8%-18.0pp | 72.5%-27.6pp | 68.1%-23.2pp |
| Annual return | 19.54% | 18.21%+1.3pp | 25.30%-5.8pp | 41.64%-22.1pp |
| Employer contribution / active EE | $375 | $2,159-82.6% | $3,420-89.0% | $2,551-85.3% |
| Participant deferral / active EE | $1,250 | $3,162-60.5% | $4,690-73.4% | $4,139-69.8% |
| Admin fee / account holder | $154 | $6,336-97.6% | $12,016-98.7% | $7,234-97.9% |