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 | $343 | $70,606-99.5% | $53,898-99.4% | $142,382-99.8% |
| Participation rate | 55.0% | 63.7%-8.7pp | 55.0%0pp | 80.1%-25.1pp |
| Annual return | 80.43% | 619.81%-539.4pp | 528.60%-448.2pp | 217.08%-136.6pp |
| Employer contribution / active EE | $0 | $1,202-100.0% | $932-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $204 | $2,364-91.4% | $1,826-88.8% | $6,507-96.9% |
| Admin fee / account holder | $60 | $2,852-97.9% | $2,491-97.6% | $12,624-99.5% |