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 | $345 | $30,400-98.9% | $53,898-99.4% | $84,808-99.6% |
| Participation rate | 60.7% | 46.4%+14.3pp | 55.0%+5.8pp | 68.3%-7.6pp |
| Annual return | -21.43% | 500.19%-521.6pp | 528.60%-550.0pp | 40.90%-62.3pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $325 | $1,199-72.9% | $1,826-82.2% | $4,212-92.3% |
| Admin fee / account holder | $289 | $1,993-85.5% | $2,491-88.4% | $7,344-96.1% |