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 | $2,544 | $159,901-98.4% | $146,958-98.3% | $145,922-98.3% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 58.80% | 98.13%-39.3pp | 418.34%-359.5pp | 561.29%-502.5pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,272 | $8,428-84.9% | $8,070-84.2% | $6,688-81.0% |
| Admin fee / account holder | $20 | $15,044-99.9% | $12,998-99.8% | $13,397-99.9% |