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 | $20,789 | $50,820-59.1% | $155,567-86.6% | $77,671-73.2% |
| Participation rate | 1.8% | 63.1%-61.3pp | 78.2%-76.4pp | 70.6%-68.8pp |
| Annual return | 0.00% | 34.85%-34.8pp | 64.74%-64.7pp | 31.21%-31.2pp |
| Employer contribution / active EE | $0 | $1,993-100.0% | $4,674-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $45 | $2,823-98.4% | $5,628-99.2% | $4,648-99.0% |
| Admin fee / account holder | $35 | $436-92.0% | $15,916-99.8% | $430-91.9% |