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 | $1,847 | $49,915-96.3% | $154,803-98.8% | $74,304-97.5% |
| Participation rate | 25.0% | 54.0%-29.0pp | 78.1%-53.1pp | 60.3%-35.3pp |
| Annual return | 0.00% | 34.06%-34.1pp | 58.88%-58.9pp | 29.43%-29.4pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $4,305-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $435 | $2,255-80.7% | $5,540-92.1% | $3,767-88.4% |
| Admin fee / account holder | $40 | $2,189-98.2% | $14,329-99.7% | $2,969-98.6% |