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 | $70,532-96.7% | $68,948-96.6% | $137,256-98.3% |
| Participation rate | 57.9% | 81.0%-23.1pp | 79.2%-21.3pp | 80.0%-22.1pp |
| Annual return | 0.00% | 32.56%-32.6pp | 28.39%-28.4pp | 220.34%-220.3pp |
| Employer contribution / active EE | $0 | $4,355-100.0% | $4,165-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,554 | $6,773-77.1% | $6,186-74.9% | $6,407-75.7% |
| Admin fee / account holder | $16 | $7,916-99.8% | $7,539-99.8% | $12,270-99.9% |