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 | $5,495 | $106,584-94.8% | $101,326-94.6% | $142,382-96.1% |
| Participation rate | 61.1% | 82.7%-21.6pp | 81.5%-20.4pp | 80.1%-19.0pp |
| Annual return | 0.00% | 36.93%-36.9pp | 36.82%-36.8pp | 217.08%-217.1pp |
| Employer contribution / active EE | $0 | $3,956-100.0% | $3,665-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $3,520 | $8,297-57.6% | $7,994-56.0% | $6,507-45.9% |
| Admin fee / account holder | $279 | $11,446-97.6% | $11,185-97.5% | $12,624-97.8% |