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 | $50 | $104,974-100.0% | $95,585-99.9% | $142,382-100.0% |
| Participation rate | 59.1% | 75.0%-15.9pp | 72.1%-13.0pp | 80.1%-21.0pp |
| Annual return | 0.00% | 210.33%-210.3pp | 38.56%-38.6pp | 217.08%-217.1pp |
| Employer contribution / active EE | $0 | $2,779-100.0% | $2,527-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $25 | $4,352-99.4% | $4,023-99.4% | $6,507-99.6% |
| Admin fee / account holder | $1 | $6,386-100.0% | $6,127-100.0% | $12,624-100.0% |