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 | $1,265 | $24,730-94.9% | $66,042-98.1% | $84,808-98.5% |
| Participation rate | 55.9% | 68.1%-12.2pp | 67.5%-11.6pp | 68.3%-12.4pp |
| Annual return | 47.45% | 79.55%-32.1pp | 52.11%-4.7pp | 40.90%+6.5pp |
| Employer contribution / active EE | $0 | $857-100.0% | $1,579-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $808 | $1,737-53.5% | $2,835-71.5% | $4,212-80.8% |
| Admin fee / account holder | $25 | $3,014-99.2% | $5,747-99.6% | $7,344-99.7% |