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 | $1,695 | $106,749-98.4% | $145,433-98.8% | $82,448-97.9% |
| Participation rate | 5.7% | 75.6%-69.9pp | 82.1%-76.4pp | 68.1%-62.4pp |
| Annual return | 0.00% | 27.59%-27.6pp | 66.58%-66.6pp | 41.64%-41.6pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $94 | $6,519-98.6% | $7,897-98.8% | $4,139-97.7% |
| Admin fee / account holder | $0 | $8,390-100.0% | $13,129-100.0% | $7,234-100.0% |