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.
Participant 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 | $133 | $59,097-99.8% | $82,389-99.8% | $74,304-99.8% |
| Participation rate | 26.1% | 52.8%-26.7pp | 69.5%-43.5pp | 60.3%-34.3pp |
| Annual return | 0.00% | 22.85%-22.8pp | 28.67%-28.7pp | 29.43%-29.4pp |
| Employer contribution / active EE | $0 | $1,601-100.0% | $2,517-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $34 | $2,775-98.8% | $4,155-99.2% | $3,767-99.1% |
| Admin fee / account holder | $0 | $4,489-100.0% | $7,231-100.0% | $2,969-100.0% |