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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,387 | $114,381-90.9% | $107,525-90.3% | $142,382-92.7% |
| Participation rate | 36.4% | 78.1%-41.8pp | 75.1%-38.7pp | 80.1%-43.8pp |
| Annual return | 21.03% | 242.71%-221.7pp | 181.32%-160.3pp | 217.08%-196.0pp |
| Employer contribution / active EE | $969 | $4,015-75.9% | $3,754-74.2% | $4,299-77.5% |
| Participant deferral / active EE | $1,490 | $5,564-73.2% | $5,116-70.9% | $6,507-77.1% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |