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.
Annual investment return 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 | $8,042 | $140,588-94.3% | $123,104-93.5% | $125,391-93.6% |
| Participation rate | 42.9% | 88.2%-45.3pp | 86.8%-43.9pp | 83.2%-40.3pp |
| Annual return | -15.74% | 16.80%-32.5pp | 13.22%-29.0pp | 282.22%-298.0pp |
| Employer contribution / active EE | $0 | $6,041-100.0% | $5,151-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $4,092 | $6,980-41.4% | $6,230-34.3% | $5,352-23.5% |
| Admin fee / account holder | $31 | $11,198-99.7% | $9,015-99.7% | $9,540-99.7% |