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.
Employer 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 | $4,326 | $48,230-91.0% | $67,502-93.6% | $80,856-94.6% |
| Participation rate | 36.2% | 66.4%-30.2pp | 72.9%-36.7pp | 67.6%-31.5pp |
| Annual return | 18.38% | 18.28%+0.1pp | 3512.12%-3493.7pp | 35.59%-17.2pp |
| Employer contribution / active EE | $156 | $2,020-92.3% | $2,731-94.3% | $2,755-94.3% |
| Participant deferral / active EE | $908 | $2,924-68.9% | $4,000-77.3% | $4,296-78.9% |
| Admin fee / account holder | $244 | $3,681-93.4% | $3,998-93.9% | $6,918-96.5% |