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 | $4,356 | $111,724-96.1% | $93,606-95.3% | $145,922-97.0% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 35.89% | 202.98%-167.1pp | 133.20%-97.3pp | 561.29%-525.4pp |
| Employer contribution / active EE | $3,028 | $3,090-2.0% | $2,420+25.1% | $4,660-35.0% |
| Participant deferral / active EE | $3,462 | $4,912-29.5% | $4,411-21.5% | $6,688-48.2% |
| Admin fee / account holder | $0 | $10,250-100.0% | $8,285-100.0% | $13,397-100.0% |