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 | $1,066 | $104,974-99.0% | $95,585-98.9% | $142,382-99.3% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.1%-22.1pp | 80.1%-30.1pp |
| Annual return | 29.43% | 210.33%-180.9pp | 38.56%-9.1pp | 217.08%-187.6pp |
| Employer contribution / active EE | $0 | $2,779-100.0% | $2,527-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $200 | $4,352-95.4% | $4,023-95.0% | $6,507-96.9% |
| Admin fee / account holder | $102 | $6,386-98.4% | $6,127-98.3% | $12,624-99.2% |