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 | $58,025 | $81,446-28.8% | $103,374-43.9% | $80,874-28.3% |
| Participation rate | 13.6% | 66.9%-53.3pp | 74.5%-61.0pp | 67.6%-54.1pp |
| Annual return | 10.87% | 25.57%-14.7pp | 24.89%-14.0pp | 35.62%-24.7pp |
| Employer contribution / active EE | $317 | $3,107-89.8% | $3,869-91.8% | $2,756-88.5% |
| Participant deferral / active EE | $1,177 | $3,870-69.6% | $5,058-76.7% | $4,297-72.6% |
| Admin fee / account holder | $40 | $6,715-99.4% | $8,394-99.5% | $6,935-99.4% |