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 | $7,091 | $80,717-91.2% | $154,803-95.4% | $84,808-91.6% |
| Participation rate | 29.6% | 66.8%-37.2pp | 78.1%-48.4pp | 68.3%-38.7pp |
| Annual return | 23.54% | 37.96%-14.4pp | 58.88%-35.3pp | 40.90%-17.4pp |
| Employer contribution / active EE | $459 | $2,761-83.4% | $4,305-89.3% | $2,631-82.6% |
| Participant deferral / active EE | $504 | $3,303-84.7% | $5,540-90.9% | $4,212-88.0% |
| Admin fee / account holder | $93 | $6,746-98.6% | $14,329-99.4% | $7,344-98.7% |