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 | $100,970-94.6% | $96,576-94.3% | $137,256-96.0% |
| Participation rate | 61.1% | 82.6%-21.5pp | 81.4%-20.3pp | 80.0%-18.8pp |
| Annual return | 0.00% | 38.16%-38.2pp | 38.47%-38.5pp | 220.34%-220.3pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,520 | $8,286-57.5% | $7,956-55.8% | $6,407-45.1% |
| Admin fee / account holder | $279 | $11,312-97.5% | $11,381-97.5% | $12,270-97.7% |