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 | $4,135 | $100,852-95.9% | $90,404-95.4% | $158,922-97.4% |
| Participation rate | 69.2% | 75.0%-5.8pp | 72.7%-3.5pp | 82.0%-12.7pp |
| Annual return | 39.78% | 1724.20%-1684.4pp | 1293.02%-1253.2pp | 302.83%-263.0pp |
| Employer contribution / active EE | $2,687 | $3,689-27.1% | $3,262-17.6% | $4,761-43.6% |
| Participant deferral / active EE | $0 | $4,348-100.0% | $3,963-100.0% | $5,982-100.0% |
| Admin fee / account holder | $140 | $6,501-97.9% | $5,611-97.5% | $11,246-98.8% |