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 | $2,308 | $81,248-97.2% | $155,509-98.5% | $80,856-97.1% |
| Participation rate | 13.2% | 66.2%-53.1pp | 78.2%-65.0pp | 67.6%-54.5pp |
| Annual return | 19.59% | 33.31%-13.7pp | 64.67%-45.1pp | 35.59%-16.0pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $198 | $3,452-94.3% | $5,626-96.5% | $4,296-95.4% |
| Admin fee / account holder | $20 | $7,997-99.7% | $15,912-99.9% | $6,918-99.7% |