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 | $522 | $29,051-98.2% | $52,425-99.0% | $67,986-99.2% |
| Participation rate | 32.4% | 30.4%+2.0pp | 55.6%-23.2pp | 57.2%-24.8pp |
| Annual return | 0.00% | 24.00%-24.0pp | 302.12%-302.1pp | 31.67%-31.7pp |
| Employer contribution / active EE | $0 | $412-100.0% | $914-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $211 | $873-75.8% | $1,790-88.2% | $3,358-93.7% |
| Admin fee / account holder | $14 | $2,113-99.3% | $2,495-99.4% | $3,203-99.6% |