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 | $650 | $58,627-98.9% | $76,735-99.2% | $82,448-99.2% |
| Participation rate | 13.9% | 63.2%-49.3pp | 69.5%-55.6pp | 68.1%-54.2pp |
| Annual return | 0.00% | 39.10%-39.1pp | 29.77%-29.8pp | 41.64%-41.6pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $80 | $3,134-97.4% | $4,088-98.0% | $4,139-98.1% |
| Admin fee / account holder | $0 | $5,323-100.0% | $7,189-100.0% | $7,234-100.0% |