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 | $1,464 | $108,919-98.7% | $100,391-98.5% | $145,922-99.0% |
| Participation rate | 50.0% | 82.9%-32.9pp | 81.5%-31.5pp | 80.3%-30.3pp |
| Annual return | 0.00% | 57.88%-57.9pp | 49.20%-49.2pp | 561.29%-561.3pp |
| Employer contribution / active EE | $372 | $4,419-91.6% | $3,942-90.6% | $4,660-92.0% |
| Participant deferral / active EE | $372 | $8,445-95.6% | $8,082-95.4% | $6,688-94.4% |
| Admin fee / account holder | $0 | $9,689-100.0% | $7,899-100.0% | $13,397-100.0% |