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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,530 | $111,814-71.8% | $103,374-69.5% | $145,959-78.4% |
| Participation rate | 22.7% | 77.9%-55.2pp | 74.5%-51.8pp | 80.3%-57.6pp |
| Annual return | 0.00% | 24.77%-24.8pp | 24.89%-24.9pp | 561.95%-561.9pp |
| Employer contribution / active EE | $261 | $4,214-93.8% | $3,869-93.3% | $4,661-94.4% |
| Participant deferral / active EE | $475 | $5,618-91.6% | $5,058-90.6% | $6,689-92.9% |
| Admin fee / account holder | $154 | $9,754-98.4% | $8,394-98.2% | $13,398-98.9% |