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 | $609 | $48,230-98.7% | $67,502-99.1% | $80,856-99.2% |
| Participation rate | 54.5% | 66.4%-11.8pp | 72.9%-18.3pp | 67.6%-13.1pp |
| Annual return | 0.00% | 18.28%-18.3pp | 3512.12%-3512.1pp | 35.59%-35.6pp |
| Employer contribution / active EE | $0 | $2,020-100.0% | $2,731-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $381 | $2,924-87.0% | $4,000-90.5% | $4,296-91.1% |
| Admin fee / account holder | $9 | $3,681-99.8% | $3,998-99.8% | $6,918-99.9% |