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 | $6,992 | $133,922-94.8% | $116,228-94.0% | $142,382-95.1% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.6%-14.6pp | 80.1%-20.1pp |
| Annual return | 0.00% | 147.76%-147.8pp | 90.06%-90.1pp | 217.08%-217.1pp |
| Employer contribution / active EE | $2,462 | $3,446-28.6% | $2,994-17.8% | $4,299-42.7% |
| Participant deferral / active EE | $2,577 | $5,672-54.6% | $4,953-48.0% | $6,507-60.4% |
| Admin fee / account holder | $65 | $14,945-99.6% | $11,989-99.5% | $12,624-99.5% |