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 | $5,612 | $114,381-95.1% | $107,525-94.8% | $142,382-96.1% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.1%-15.1pp | 80.1%-20.1pp |
| Annual return | 21.00% | 242.71%-221.7pp | 181.32%-160.3pp | 217.08%-196.1pp |
| Employer contribution / active EE | $1,019 | $4,015-74.6% | $3,754-72.9% | $4,299-76.3% |
| Participant deferral / active EE | $1,364 | $5,564-75.5% | $5,116-73.3% | $6,507-79.0% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |