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 | $7,694 | $159,901-95.2% | $146,958-94.8% | $145,922-94.7% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 27.34% | 98.13%-70.8pp | 418.34%-391.0pp | 561.29%-533.9pp |
| Employer contribution / active EE | $1,619 | $5,286-69.4% | $4,933-67.2% | $4,660-65.3% |
| Participant deferral / active EE | $1,861 | $8,428-77.9% | $8,070-76.9% | $6,688-72.2% |
| Admin fee / account holder | $25 | $15,044-99.8% | $12,998-99.8% | $13,397-99.8% |