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 | $2,326 | $71,829-96.8% | $69,780-96.7% | $142,382-98.4% |
| Participation rate | 57.9% | 81.6%-23.7pp | 79.3%-21.4pp | 80.1%-22.2pp |
| Annual return | 0.00% | 31.01%-31.0pp | 26.31%-26.3pp | 217.08%-217.1pp |
| Employer contribution / active EE | $0 | $4,385-100.0% | $4,168-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,554 | $6,819-77.2% | $6,164-74.8% | $6,507-76.1% |
| Admin fee / account holder | $16 | $7,818-99.8% | $7,285-99.8% | $12,624-99.9% |