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 | $5,100 | $350,135-98.5% | $11,981-57.4% | $350,135-98.5% |
| Participation rate | 33.3% | 79.0%-45.6pp | 59.2%-25.8pp | 79.0%-45.6pp |
| Annual return | 0.00% | 11.86%-11.9pp | -10.29%+10.3pp | 11.86%-11.9pp |
| Employer contribution / active EE | $1,700 | $12,925-86.8% | $1,808-6.0% | $12,925-86.8% |
| Participant deferral / active EE | $0 | $4,976-100.0% | $1,953-100.0% | $4,976-100.0% |
| Admin fee / account holder | $0 | $23,717-100.0% | $939-100.0% | $23,717-100.0% |