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 | $16,252 | $127,065-87.2% | $113,168-85.6% | $142,382-88.6% |
| Participation rate | 50.0% | 79.2%-29.2pp | 76.6%-26.6pp | 80.1%-30.1pp |
| Annual return | 19.42% | 24.03%-4.6pp | 24.27%-4.9pp | 217.08%-197.7pp |
| Employer contribution / active EE | $0 | $3,442-100.0% | $2,975-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $4,053 | $5,716-29.1% | $5,107-20.6% | $6,507-37.7% |
| Admin fee / account holder | $238 | $15,736-98.5% | $12,068-98.0% | $12,624-98.1% |