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.
Annual investment return 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 | $6,090 | $57,016-89.3% | $84,966-92.8% | $80,856-92.5% |
| Participation rate | 60.6% | 56.3%+4.3pp | 67.5%-6.9pp | 67.6%-7.0pp |
| Annual return | 6.14% | 21.66%-15.5pp | 66.38%-60.2pp | 35.59%-29.5pp |
| Employer contribution / active EE | $1,878 | $1,798+4.5% | $2,727-31.1% | $2,755-31.8% |
| Participant deferral / active EE | $0 | $3,110-100.0% | $4,519-100.0% | $4,296-100.0% |
| Admin fee / account holder | $0 | $4,980-100.0% | $6,149-100.0% | $6,918-100.0% |