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 | $10,797 | $102,317-89.4% | $146,958-92.7% | $80,856-86.6% |
| Participation rate | 34.1% | 75.8%-41.7pp | 82.2%-48.0pp | 67.6%-33.5pp |
| Annual return | 16.81% | 134.76%-118.0pp | 418.34%-401.5pp | 35.59%-18.8pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,659 | $6,644-75.0% | $8,070-79.4% | $4,296-61.4% |
| Admin fee / account holder | $281 | $7,941-96.5% | $12,998-97.8% | $6,918-95.9% |