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 | $68,097-95.4% | $62,929-95.0% | $137,256-97.7% |
| Participation rate | 63.6% | 77.4%-13.8pp | 73.1%-9.5pp | 80.0%-16.3pp |
| Annual return | 137.51% | 1859.11%-1721.6pp | 1063.93%-926.4pp | 220.34%-82.8pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,753 | $4,553-61.5% | $3,888-54.9% | $6,407-72.6% |
| Admin fee / account holder | $3 | $6,521-100.0% | $5,065-99.9% | $12,270-100.0% |