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.
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 | $3,424 | $73,867-95.4% | $143,757-97.6% | $68,494-95.0% |
| Participation rate | 58.2% | 66.7%-8.4pp | 80.3%-22.1pp | 67.9%-9.6pp |
| Annual return | -7.42% | 1.01%-8.4pp | -0.04%-7.4pp | -7.84%+0.4pp |
| Employer contribution / active EE | $897 | $3,184-71.8% | $4,951-81.9% | $2,596-65.4% |
| Participant deferral / active EE | $0 | $3,384-100.0% | $5,637-100.0% | $4,027-100.0% |
| Admin fee / account holder | $0 | $5,755-100.0% | $14,673-100.0% | $5,403-100.0% |