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.
Annual investment return 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 | $6,925 | $111,814-93.8% | $103,374-93.3% | $145,959-95.3% |
| Participation rate | 42.9% | 77.9%-35.1pp | 74.5%-31.7pp | 80.3%-37.4pp |
| Annual return | 0.29% | 24.77%-24.5pp | 24.89%-24.6pp | 561.95%-561.7pp |
| Employer contribution / active EE | $1,971 | $4,214-53.2% | $3,869-49.1% | $4,661-57.7% |
| Participant deferral / active EE | $0 | $5,618-100.0% | $5,058-100.0% | $6,689-100.0% |
| Admin fee / account holder | $18 | $9,754-99.8% | $8,394-99.8% | $13,398-99.9% |