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 | $1,555 | $72,400-97.9% | $67,502-97.7% | $145,922-98.9% |
| Participation rate | 60.0% | 76.9%-16.9pp | 72.9%-12.9pp | 80.3%-20.3pp |
| Annual return | 0.00% | 7182.46%-7182.5pp | 3512.12%-3512.1pp | 561.29%-561.3pp |
| Employer contribution / active EE | $607 | $3,069-80.2% | $2,731-77.8% | $4,660-87.0% |
| Participant deferral / active EE | $577 | $4,783-87.9% | $4,000-85.6% | $6,688-91.4% |
| Admin fee / account holder | $2 | $5,539-100.0% | $3,998-99.9% | $13,397-100.0% |