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 | $6,186 | $60,892-89.8% | $82,389-92.5% | $84,808-92.7% |
| Participation rate | 44.7% | 63.3%-18.5pp | 69.5%-24.8pp | 68.3%-23.6pp |
| Annual return | 0.00% | 37.29%-37.3pp | 28.67%-28.7pp | 40.90%-40.9pp |
| Employer contribution / active EE | $1,010 | $1,779-43.2% | $2,517-59.9% | $2,631-61.6% |
| Participant deferral / active EE | $2,259 | $3,179-28.9% | $4,155-45.6% | $4,212-46.4% |
| Admin fee / account holder | $282 | $5,467-94.8% | $7,231-96.1% | $7,344-96.2% |