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 | $11,868 | $81,460-85.4% | $103,333-88.5% | $80,856-85.3% |
| Participation rate | 53.2% | 66.8%-13.6pp | 74.5%-21.3pp | 67.6%-14.4pp |
| Annual return | 75.23% | 25.55%+49.7pp | 24.88%+50.3pp | 35.59%+39.6pp |
| Employer contribution / active EE | $2,389 | $3,105-23.1% | $3,868-38.2% | $2,755-13.3% |
| Participant deferral / active EE | $2,937 | $3,869-24.1% | $5,057-41.9% | $4,296-31.6% |
| Admin fee / account holder | $218 | $6,566-96.7% | $8,355-97.4% | $6,918-96.8% |