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 | $3,123 | $70,756-95.6% | $65,493-95.2% | $142,382-97.8% |
| Participation rate | 63.6% | 77.4%-13.7pp | 73.1%-9.5pp | 80.1%-16.5pp |
| Annual return | 137.51% | 1754.89%-1617.4pp | 982.45%-844.9pp | 217.08%-79.6pp |
| Employer contribution / active EE | $0 | $2,881-100.0% | $2,574-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,753 | $4,637-62.2% | $3,961-55.7% | $6,507-73.1% |
| Admin fee / account holder | $3 | $6,559-100.0% | $5,028-99.9% | $12,624-100.0% |