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 | $300 | $57,610-99.5% | $154,803-99.8% | $102,872-99.7% |
| Participation rate | 1.3% | 59.5%-58.2pp | 78.1%-76.8pp | 73.0%-71.7pp |
| Annual return | 0.00% | 30.49%-30.5pp | 58.88%-58.9pp | 19.06%-19.1pp |
| Employer contribution / active EE | $0 | $1,883-100.0% | $4,305-100.0% | $3,526-100.0% |
| Participant deferral / active EE | $4 | $2,914-99.9% | $5,540-99.9% | $5,535-99.9% |
| Admin fee / account holder | $0 | $368-100.0% | $14,329-100.0% | $292-100.0% |