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 | $1,007 | $148,978-99.3% | $200,582-99.5% | $84,808-98.8% |
| Participation rate | 67.2% | 84.2%-17.0pp | 86.9%-19.7pp | 68.3%-1.1pp |
| Annual return | 0.00% | 28.16%-28.2pp | 42.33%-42.3pp | 40.90%-40.9pp |
| Employer contribution / active EE | $0 | $4,815-100.0% | $6,419-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $737 | $7,142-89.7% | $9,331-92.1% | $4,212-82.5% |
| Admin fee / account holder | $0 | $13,977-100.0% | $16,305-100.0% | $7,344-100.0% |