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 | $6,296 | $81,460-92.3% | $103,333-93.9% | $80,856-92.2% |
| Participation rate | 64.3% | 66.8%-2.6pp | 74.5%-10.2pp | 67.6%-3.4pp |
| Annual return | 4.95% | 25.55%-20.6pp | 24.88%-19.9pp | 35.59%-30.6pp |
| Employer contribution / active EE | $2,156 | $3,105-30.6% | $3,868-44.3% | $2,755-21.7% |
| Participant deferral / active EE | $1,772 | $3,869-54.2% | $5,057-65.0% | $4,296-58.8% |
| Admin fee / account holder | $163 | $6,566-97.5% | $8,355-98.1% | $6,918-97.6% |