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 | $360 | $47,479-99.2% | $62,929-99.4% | $82,448-99.6% |
| Participation rate | 39.3% | 66.9%-27.6pp | 73.1%-33.8pp | 68.1%-28.8pp |
| Annual return | 32.02% | 20.34%+11.7pp | 1063.93%-1031.9pp | 41.64%-9.6pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $83 | $2,870-97.1% | $3,888-97.9% | $4,139-98.0% |
| Admin fee / account holder | $0 | $3,804-100.0% | $5,065-100.0% | $7,234-100.0% |