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 | $7,324 | $77,164-90.5% | $178,014-95.9% | $80,874-90.9% |
| Participation rate | 46.7% | 65.7%-19.0pp | 77.1%-30.4pp | 67.6%-21.0pp |
| Annual return | 0.00% | 18.09%-18.1pp | 294.80%-294.8pp | 35.62%-35.6pp |
| Employer contribution / active EE | $0 | $2,288-100.0% | $3,950-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,051 | $4,408-76.1% | $6,276-83.2% | $4,297-75.5% |
| Admin fee / account holder | $46 | $7,164-99.4% | $10,362-99.6% | $6,935-99.3% |