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 | $17,498 | $102,317-82.9% | $146,958-88.1% | $80,856-78.4% |
| Participation rate | 32.4% | 75.8%-43.5pp | 82.2%-49.8pp | 67.6%-35.3pp |
| Annual return | 0.00% | 134.76%-134.8pp | 418.34%-418.3pp | 35.59%-35.6pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,933 | $6,644-55.9% | $8,070-63.7% | $4,296-31.7% |
| Admin fee / account holder | $93 | $7,941-98.8% | $12,998-99.3% | $6,918-98.7% |