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 | $291 | $51,638-99.4% | $68,368-99.6% | $82,448-99.6% |
| Participation rate | 41.7% | 63.6%-21.9pp | 73.8%-32.1pp | 68.1%-26.4pp |
| Annual return | 0.00% | 37.53%-37.5pp | 292.57%-292.6pp | 41.64%-41.6pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $122 | $2,914-95.8% | $4,123-97.0% | $4,139-97.1% |
| Admin fee / account holder | $33 | $4,643-99.3% | $5,150-99.4% | $7,234-99.5% |