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 | $4,654 | $57,057-91.8% | $85,009-94.5% | $80,874-94.2% |
| Participation rate | 63.5% | 56.4%+7.2pp | 67.5%-4.0pp | 67.6%-4.1pp |
| Annual return | 0.00% | 21.66%-21.7pp | 66.47%-66.5pp | 35.62%-35.6pp |
| Employer contribution / active EE | $1,368 | $1,799-24.0% | $2,728-49.9% | $2,756-50.4% |
| Participant deferral / active EE | $2,731 | $3,112-12.2% | $4,522-39.6% | $4,297-36.5% |
| Admin fee / account holder | $194 | $4,986-96.1% | $6,153-96.9% | $6,935-97.2% |