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 | $7,274 | $52,406-86.1% | $129,207-94.4% | $74,495-90.2% |
| Participation rate | 2.9% | 53.8%-50.9pp | 69.6%-66.8pp | 67.2%-64.3pp |
| Annual return | 33.55% | 15.66%+17.9pp | 9417.33%-9383.8pp | 1364.94%-1331.4pp |
| Employer contribution / active EE | $0 | $1,531-100.0% | $4,153-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $177 | $2,794-93.7% | $4,168-95.7% | $4,346-95.9% |
| Admin fee / account holder | $2 | $2,633-99.9% | $7,715-100.0% | $1,942-99.9% |