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 | $2,379 | $47,479-95.0% | $62,929-96.2% | $82,448-97.1% |
| Participation rate | 42.9% | 66.9%-24.0pp | 73.1%-30.3pp | 68.1%-25.2pp |
| Annual return | 33.50% | 20.34%+13.2pp | 1063.93%-1030.4pp | 41.64%-8.1pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,180 | $2,870-58.9% | $3,888-69.7% | $4,139-71.5% |
| Admin fee / account holder | $265 | $3,804-93.0% | $5,065-94.8% | $7,234-96.3% |