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 | $3,165 | $109,982-97.1% | $97,226-96.7% | $145,922-97.8% |
| Participation rate | 60.0% | 75.9%-15.9pp | 72.7%-12.7pp | 80.3%-20.3pp |
| Annual return | 14.75% | 242.90%-228.2pp | 75.13%-60.4pp | 561.29%-546.5pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,729-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,354 | $4,676-71.0% | $4,264-68.2% | $6,688-79.8% |
| Admin fee / account holder | $11 | $6,221-99.8% | $5,654-99.8% | $13,397-99.9% |