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 | $5,567 | $163,101-96.6% | $136,749-95.9% | $142,382-96.1% |
| Participation rate | 58.8% | 78.2%-19.4pp | 72.1%-13.3pp | 80.1%-21.3pp |
| Annual return | 0.00% | 27.54%-27.5pp | 24.33%-24.3pp | 217.08%-217.1pp |
| Employer contribution / active EE | $846 | $4,117-79.5% | $3,400-75.1% | $4,299-80.3% |
| Participant deferral / active EE | $2,443 | $5,585-56.3% | $4,692-47.9% | $6,507-62.5% |
| Admin fee / account holder | $177 | $14,318-98.8% | $11,386-98.4% | $12,624-98.6% |