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 | $323 | $56,317-99.4% | $71,209-99.5% | $74,304-99.6% |
| Participation rate | 18.6% | 55.1%-36.6pp | 73.8%-55.2pp | 60.3%-41.8pp |
| Annual return | 0.00% | 42.83%-42.8pp | 282.51%-282.5pp | 29.43%-29.4pp |
| Employer contribution / active EE | $0 | $2,160-100.0% | $2,721-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $60 | $2,788-97.9% | $4,175-98.6% | $3,767-98.4% |
| Admin fee / account holder | $0 | $2,290-100.0% | $5,349-100.0% | $2,969-100.0% |