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 | $870 | $70,606-98.8% | $53,898-98.4% | $142,382-99.4% |
| Participation rate | 54.5% | 63.7%-9.2pp | 55.0%-0.4pp | 80.1%-25.6pp |
| Annual return | 23.53% | 619.81%-596.3pp | 528.60%-505.1pp | 217.08%-193.5pp |
| Employer contribution / active EE | $0 | $1,202-100.0% | $932-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $412 | $2,364-82.6% | $1,826-77.4% | $6,507-93.7% |
| Admin fee / account holder | $6 | $2,852-99.8% | $2,491-99.8% | $12,624-100.0% |