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 | $429 | $64,839-99.3% | $95,585-99.6% | $84,808-99.5% |
| Participation rate | 25.8% | 63.8%-38.0pp | 72.1%-46.3pp | 68.3%-42.5pp |
| Annual return | 0.00% | -670.96%+671.0pp | 38.56%-38.6pp | 40.90%-40.9pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $2,527-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $120 | $2,965-96.0% | $4,023-97.0% | $4,212-97.2% |
| Admin fee / account holder | $0 | $5,964-100.0% | $6,127-100.0% | $7,344-100.0% |