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 | $23,330-94.6% | $64,489-98.0% | $82,448-98.5% |
| Participation rate | 55.9% | 68.3%-12.4pp | 67.7%-11.8pp | 68.1%-12.2pp |
| Annual return | 47.45% | 83.66%-36.2pp | 55.03%-7.6pp | 41.64%+5.8pp |
| Employer contribution / active EE | $0 | $824-100.0% | $1,523-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $808 | $1,707-52.7% | $2,778-70.9% | $4,139-80.5% |
| Admin fee / account holder | $25 | $2,946-99.1% | $4,260-99.4% | $7,234-99.6% |