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 | $10,272 | $80,812-87.3% | $160,784-93.6% | $82,448-87.5% |
| Participation rate | 25.9% | 66.2%-40.3pp | 77.0%-51.0pp | 68.1%-42.1pp |
| Annual return | 50.68% | 100.59%-49.9pp | 1803.92%-1753.2pp | 41.64%+9.0pp |
| Employer contribution / active EE | $637 | $2,174-70.7% | $3,733-82.9% | $2,551-75.0% |
| Participant deferral / active EE | $1,229 | $4,335-71.7% | $6,293-80.5% | $4,139-70.3% |
| Admin fee / account holder | $105 | $7,695-98.6% | $9,717-98.9% | $7,234-98.6% |