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 | $5,881 | $179,726-96.7% | $156,263-96.2% | $142,382-95.9% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.9%-28.9pp | 80.1%-30.1pp |
| Annual return | 0.00% | 77.86%-77.9pp | 59.47%-59.5pp | 217.08%-217.1pp |
| Employer contribution / active EE | $1,234 | $5,069-75.6% | $4,333-71.5% | $4,299-71.3% |
| Participant deferral / active EE | $2,737 | $6,956-60.6% | $6,158-55.6% | $6,507-57.9% |
| Admin fee / account holder | $73 | $17,272-99.6% | $14,255-99.5% | $12,624-99.4% |