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 | $116 | $83,902-99.9% | $167,512-99.9% | $84,808-99.9% |
| Participation rate | 64.3% | 66.5%-2.2pp | 77.1%-12.8pp | 68.3%-4.0pp |
| Annual return | 0.00% | 91.55%-91.5pp | 1615.79%-1615.8pp | 40.90%-40.9pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,882-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $91 | $4,442-97.9% | $6,405-98.6% | $4,212-97.8% |
| Admin fee / account holder | $7 | $7,915-99.9% | $9,769-99.9% | $7,344-99.9% |