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 | $351 | $81,625-99.6% | $58,482-99.4% | $139,434-99.7% |
| Participation rate | 40.0% | 61.3%-21.3pp | 50.9%-10.9pp | 80.3%-40.3pp |
| Annual return | 0.00% | 7404.20%-7404.2pp | 4239.32%-4239.3pp | 372.94%-372.9pp |
| Employer contribution / active EE | $70 | $1,398-95.0% | $1,053-93.3% | $4,751-98.5% |
| Participant deferral / active EE | $70 | $2,557-97.3% | $1,924-96.4% | $6,710-99.0% |
| Admin fee / account holder | $0 | $3,265-100.0% | $2,516-100.0% | $11,403-100.0% |