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 | $1,950 | $48,795-96.0% | $65,493-97.0% | $84,808-97.7% |
| Participation rate | 67.9% | 67.0%+0.9pp | 73.1%-5.2pp | 68.3%-0.4pp |
| Annual return | 43.02% | 20.20%+22.8pp | 982.45%-939.4pp | 40.90%+2.1pp |
| Employer contribution / active EE | $0 | $1,930-100.0% | $2,574-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $835 | $2,928-71.5% | $3,961-78.9% | $4,212-80.2% |
| Admin fee / account holder | $3 | $3,877-99.9% | $5,028-99.9% | $7,344-100.0% |