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 | $10,283 | $209,336-95.1% | $197,124-94.8% | $137,256-92.5% |
| Participation rate | 69.2% | 87.3%-18.1pp | 86.7%-17.5pp | 80.0%-10.7pp |
| Annual return | 19.83% | 48.09%-28.3pp | 44.34%-24.5pp | 220.34%-200.5pp |
| Employer contribution / active EE | $1,552 | $6,591-76.4% | $6,227-75.1% | $4,156-62.7% |
| Participant deferral / active EE | $1,672 | $9,614-82.6% | $9,135-81.7% | $6,407-73.9% |
| Admin fee / account holder | $166 | $17,308-99.0% | $16,298-99.0% | $12,270-98.6% |