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 | $3,714 | $295,684-98.7% | $154,803-97.6% | - |
| Participation rate | 66.7% | 53.1%+13.6pp | 78.1%-11.4pp | - |
| Annual return | 0.00% | 11.49%-11.5pp | 58.88%-58.9pp | - |
| Employer contribution / active EE | $653 | $1,145-43.0% | $4,305-84.8% | - |
| Participant deferral / active EE | $1,741 | $2,052-15.1% | $5,540-68.6% | - |
| Admin fee / account holder | $0 | $60,072-100.0% | $14,329-100.0% | - |