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 | $12,781 | $126,574-89.9% | $106,213-88.0% | $145,922-91.2% |
| Participation rate | 35.3% | 77.6%-42.3pp | 75.3%-40.0pp | 80.3%-45.0pp |
| Annual return | 24.51% | 224.79%-200.3pp | 116.14%-91.6pp | 561.29%-536.8pp |
| Employer contribution / active EE | $281 | $3,730-92.5% | $3,171-91.1% | $4,660-94.0% |
| Participant deferral / active EE | $3,485 | $5,724-39.1% | $5,016-30.5% | $6,688-47.9% |
| Admin fee / account holder | $49 | $17,304-99.7% | $11,033-99.6% | $13,397-99.6% |