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 | $13,363 | $80,673-83.4% | $101,326-86.8% | $84,808-84.2% |
| Participation rate | 60.5% | 77.8%-17.3pp | 81.5%-21.0pp | 68.3%-7.8pp |
| Annual return | 691.90% | 38.95%+652.9pp | 36.82%+655.1pp | 40.90%+651.0pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,727 | $6,840-45.5% | $7,994-53.4% | $4,212-11.5% |
| Admin fee / account holder | $61 | $12,784-99.5% | $11,185-99.5% | $7,344-99.2% |