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 | $98,727-96.7% | $113,168-97.1% | $85,563-96.2% |
| Participation rate | 9.0% | 80.8%-71.8pp | 76.6%-67.5pp | 66.0%-56.9pp |
| Annual return | 30.80% | 17.43%+13.4pp | 24.27%+6.5pp | 31.51%-0.7pp |
| Employer contribution / active EE | $0 | $2,907-100.0% | $2,975-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $159 | $5,424-97.1% | $5,107-96.9% | $4,375-96.4% |
| Admin fee / account holder | $265 | $357-25.7% | $12,068-97.8% | $834-68.2% |