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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,031 | $111,724-87.4% | $93,606-85.0% | $145,922-90.4% |
| Participation rate | 28.6% | 74.2%-45.6pp | 68.7%-40.1pp | 80.3%-51.7pp |
| Annual return | 62.58% | 202.98%-140.4pp | 133.20%-70.6pp | 561.29%-498.7pp |
| Employer contribution / active EE | $0 | $3,090-100.0% | $2,420-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $2,570 | $4,912-47.7% | $4,411-41.7% | $6,688-61.6% |
| Admin fee / account holder | $85 | $10,250-99.2% | $8,285-99.0% | $13,397-99.4% |