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.
Participant contribution per participant 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 | $1,883 | $111,814-98.3% | $93,654-98.0% | $145,959-98.7% |
| Participation rate | 44.4% | 74.2%-29.8pp | 68.7%-24.3pp | 80.3%-35.8pp |
| Annual return | 0.00% | 203.30%-203.3pp | 133.34%-133.3pp | 561.95%-561.9pp |
| Employer contribution / active EE | $0 | $3,092-100.0% | $2,421-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $516 | $4,914-89.5% | $4,413-88.3% | $6,689-92.3% |
| Admin fee / account holder | $263 | $10,246-97.4% | $8,282-96.8% | $13,398-98.0% |