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 | $214,378-95.2% | $200,582-94.9% | $142,382-92.8% |
| Participation rate | 69.2% | 87.4%-18.2pp | 86.9%-17.7pp | 80.1%-10.9pp |
| Annual return | 19.83% | 46.41%-26.6pp | 42.33%-22.5pp | 217.08%-197.2pp |
| Employer contribution / active EE | $1,552 | $6,841-77.3% | $6,419-75.8% | $4,299-63.9% |
| Participant deferral / active EE | $1,672 | $9,865-83.1% | $9,331-82.1% | $6,507-74.3% |
| Admin fee / account holder | $166 | $17,692-99.1% | $16,305-99.0% | $12,624-98.7% |