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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,574 | $95,266-84.7% | $82,389-82.3% | $142,382-89.8% |
| Participation rate | 60.0% | 74.5%-14.5pp | 69.5%-9.5pp | 80.1%-20.1pp |
| Annual return | 9.73% | 25.74%-16.0pp | 28.67%-18.9pp | 217.08%-207.3pp |
| Employer contribution / active EE | $3,291 | $2,991+10.0% | $2,517+30.8% | $4,299-23.4% |
| Participant deferral / active EE | $0 | $4,809-100.0% | $4,155-100.0% | $6,507-100.0% |
| Admin fee / account holder | $71 | $8,563-99.2% | $7,231-99.0% | $12,624-99.4% |