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 | $13,182 | $183,519-92.8% | $155,509-91.5% | $145,922-91.0% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 16.16% | 61.17%-45.0pp | 64.67%-48.5pp | 561.29%-545.1pp |
| Employer contribution / active EE | $1,782 | $5,313-66.5% | $4,672-61.9% | $4,660-61.8% |
| Participant deferral / active EE | $3,928 | $6,462-39.2% | $5,626-30.2% | $6,688-41.3% |
| Admin fee / account holder | $70 | $19,313-99.6% | $15,912-99.6% | $13,397-99.5% |