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 | $4,312 | $83,902-94.9% | $167,512-97.4% | $84,808-94.9% |
| Participation rate | 65.7% | 66.5%-0.8pp | 77.1%-11.3pp | 68.3%-2.6pp |
| Annual return | 0.00% | 91.55%-91.5pp | 1615.79%-1615.8pp | 40.90%-40.9pp |
| Employer contribution / active EE | $1,313 | $2,264-42.0% | $3,882-66.2% | $2,631-50.1% |
| Participant deferral / active EE | $2,027 | $4,442-54.4% | $6,405-68.4% | $4,212-51.9% |
| Admin fee / account holder | $63 | $7,915-99.2% | $9,769-99.4% | $7,344-99.1% |