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 | $14,815 | $202,432-92.7% | $169,368-91.3% | $139,434-89.4% |
| Participation rate | 28.6% | 81.1%-52.5pp | 77.1%-48.6pp | 80.3%-51.7pp |
| Annual return | 0.00% | 531.74%-531.7pp | 405.60%-405.6pp | 372.94%-372.9pp |
| Employer contribution / active EE | $827 | $4,692-82.4% | $4,013-79.4% | $4,751-82.6% |
| Participant deferral / active EE | $3,350 | $6,938-51.7% | $6,221-46.2% | $6,710-50.1% |
| Admin fee / account holder | $10 | $10,708-99.9% | $9,003-99.9% | $11,403-99.9% |