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 | $5,852 | $126,574-95.4% | $106,213-94.5% | $145,922-96.0% |
| Participation rate | 61.5% | 77.6%-16.1pp | 75.3%-13.7pp | 80.3%-18.7pp |
| Annual return | 248.45% | 224.79%+23.7pp | 116.14%+132.3pp | 561.29%-312.8pp |
| Employer contribution / active EE | $0 | $3,730-100.0% | $3,171-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $3,324 | $5,724-41.9% | $5,016-33.7% | $6,688-50.3% |
| Admin fee / account holder | $0 | $17,304-100.0% | $11,033-100.0% | $13,397-100.0% |