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 | $3,127 | $111,754-97.2% | $103,333-97.0% | $145,922-97.9% |
| Participation rate | 55.6% | 77.9%-22.4pp | 74.5%-19.0pp | 80.3%-24.7pp |
| Annual return | 21.77% | 24.77%-3.0pp | 24.88%-3.1pp | 561.29%-539.5pp |
| Employer contribution / active EE | $1,023 | $4,212-75.7% | $3,868-73.5% | $4,660-78.0% |
| Participant deferral / active EE | $1,248 | $5,619-77.8% | $5,057-75.3% | $6,688-81.3% |
| Admin fee / account holder | $137 | $9,750-98.6% | $8,355-98.4% | $13,397-99.0% |