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 | $13,028 | $95,803-86.4% | $113,168-88.5% | $84,808-84.6% |
| Participation rate | 51.5% | 72.9%-21.3pp | 76.6%-25.0pp | 68.3%-16.8pp |
| Annual return | 35.17% | 25.00%+10.2pp | 24.27%+10.9pp | 40.90%-5.7pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,943 | $4,242-7.0% | $5,107-22.8% | $4,212-6.4% |
| Admin fee / account holder | $67 | $8,989-99.3% | $12,068-99.4% | $7,344-99.1% |