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 | $279 | $93,170-99.7% | $100,534-99.7% | $84,808-99.7% |
| Participation rate | 61.3% | 75.8%-14.6pp | 80.6%-19.3pp | 68.3%-7.0pp |
| Annual return | 0.00% | 47.13%-47.1pp | 32.66%-32.7pp | 40.90%-40.9pp |
| Employer contribution / active EE | $0 | $3,985-100.0% | $4,346-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $223 | $5,699-96.1% | $6,144-96.4% | $4,212-94.7% |
| Admin fee / account holder | $64 | $7,382-99.1% | $7,654-99.2% | $7,344-99.1% |