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 | $18,626 | $178,174-89.5% | $156,181-88.1% | $137,256-86.4% |
| Participation rate | 63.2% | 82.0%-18.9pp | 78.8%-15.7pp | 80.0%-16.8pp |
| Annual return | 17.88% | 84.19%-66.3pp | 64.87%-47.0pp | 220.34%-202.5pp |
| Employer contribution / active EE | $4,196 | $4,972-15.6% | $4,294-2.3% | $4,156+1.0% |
| Participant deferral / active EE | $1,066 | $6,888-84.5% | $6,132-82.6% | $6,407-83.4% |
| Admin fee / account holder | $213 | $17,404-98.8% | $14,586-98.5% | $12,270-98.3% |