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 | $10,345 | $183,592-94.4% | $155,567-93.4% | $145,959-92.9% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 9.66% | 61.24%-51.6pp | 64.74%-55.1pp | 561.95%-552.3pp |
| Employer contribution / active EE | $1,804 | $5,315-66.1% | $4,674-61.4% | $4,661-61.3% |
| Participant deferral / active EE | $901 | $6,464-86.1% | $5,628-84.0% | $6,689-86.5% |
| Admin fee / account holder | $43 | $19,318-99.8% | $15,916-99.7% | $13,398-99.7% |