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 | $3,264 | $103,024-96.8% | $112,040-97.1% | $79,634-95.9% |
| Participation rate | 9.0% | 80.6%-71.5pp | 76.5%-67.4pp | 62.5%-53.4pp |
| Annual return | 30.80% | 17.60%+13.2pp | 24.52%+6.3pp | 36.46%-5.7pp |
| Employer contribution / active EE | $0 | $3,015-100.0% | $2,954-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $159 | $5,233-97.0% | $5,098-96.9% | $3,835-95.9% |
| Admin fee / account holder | $265 | $465-43.0% | $12,098-97.8% | $1,002-73.6% |