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 | $3,934 | $183,519-97.9% | $155,509-97.5% | $145,922-97.3% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 0.00% | 61.17%-61.2pp | 64.67%-64.7pp | 561.29%-561.3pp |
| Employer contribution / active EE | $1,105 | $5,313-79.2% | $4,672-76.4% | $4,660-76.3% |
| Participant deferral / active EE | $1,914 | $6,462-70.4% | $5,626-66.0% | $6,688-71.4% |
| Admin fee / account holder | $140 | $19,313-99.3% | $15,912-99.1% | $13,397-99.0% |