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 | $22,742 | $154,228-85.3% | $145,433-84.4% | $137,256-83.4% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 21.99% | 74.59%-52.6pp | 66.58%-44.6pp | 220.34%-198.3pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,300 | $8,216-84.2% | $7,897-83.5% | $6,407-79.7% |
| Admin fee / account holder | $40 | $14,344-99.7% | $13,129-99.7% | $12,270-99.7% |