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 | $229 | $67,823-99.7% | $52,425-99.6% | $137,256-99.8% |
| Participation rate | 56.5% | 63.9%-7.4pp | 55.6%+0.9pp | 80.0%-23.4pp |
| Annual return | 17.38% | 219.11%-201.7pp | 302.12%-284.7pp | 220.34%-203.0pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $213 | $2,288-90.7% | $1,790-88.1% | $6,407-96.7% |
| Admin fee / account holder | $198 | $2,844-93.0% | $2,495-92.1% | $12,270-98.4% |