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 | $888 | $350,135-99.7% | $181,922-99.5% | $350,135-99.7% |
| Participation rate | 68.8% | 79.0%-10.2pp | 91.6%-22.8pp | 79.0%-10.2pp |
| Annual return | 37.36% | 11.86%+25.5pp | 8.70%+28.7pp | 11.86%+25.5pp |
| Employer contribution / active EE | $0 | $12,925-100.0% | $8,201-100.0% | $12,925-100.0% |
| Participant deferral / active EE | $453 | $4,976-90.9% | $4530% | $4,976-90.9% |
| Admin fee / account holder | $121 | $23,717-99.5% | $144,726-99.9% | $23,717-99.5% |