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 | $14,072 | $201,272-93.0% | $184,203-92.4% | $145,922-90.4% |
| Participation rate | 36.4% | 87.5%-51.1pp | 86.8%-50.5pp | 80.3%-43.9pp |
| Annual return | 24.79% | 29.00%-4.2pp | 28.81%-4.0pp | 561.29%-536.5pp |
| Employer contribution / active EE | $2,754 | $7,022-60.8% | $6,427-57.1% | $4,660-40.9% |
| Participant deferral / active EE | $5,414 | $9,806-44.8% | $9,131-40.7% | $6,688-19.0% |
| Admin fee / account holder | $55 | $16,364-99.7% | $13,901-99.6% | $13,397-99.6% |