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 | $629 | $58,627-98.9% | $76,735-99.2% | $82,448-99.2% |
| Participation rate | 53.8% | 63.2%-9.4pp | 69.5%-15.7pp | 68.1%-14.2pp |
| Annual return | 74.55% | 39.10%+35.4pp | 29.77%+44.8pp | 41.64%+32.9pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $275 | $3,134-91.2% | $4,088-93.3% | $4,139-93.4% |
| Admin fee / account holder | $11 | $5,323-99.8% | $7,189-99.8% | $7,234-99.8% |