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 | $6,625 | $179,726-96.3% | $156,263-95.8% | $142,382-95.3% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.9%-12.2pp | 80.1%-13.5pp |
| Annual return | 0.00% | 77.86%-77.9pp | 59.47%-59.5pp | 217.08%-217.1pp |
| Employer contribution / active EE | $2,400 | $5,069-52.7% | $4,333-44.6% | $4,299-44.2% |
| Participant deferral / active EE | $1,900 | $6,956-72.7% | $6,158-69.1% | $6,507-70.8% |
| Admin fee / account holder | $11 | $17,272-99.9% | $14,255-99.9% | $12,624-99.9% |