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.
See the 10-year trajectory. $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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,536 | $99,985+28.6% | $146,665-12.4% | $85,850+49.7% |
| Participation rate | 68.3% | 73.1%-4.8pp | 80.1%-11.8pp | 69.3%-1.0pp |
| Annual return | 15.45% | 18.93%-3.5pp | 22.74%-7.3pp | 318.53%-303.1pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,136-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,124 | $4,006-47.0% | $5,506-61.4% | $3,952-46.3% |
| Admin fee / account holder | $177 | $7,702-97.7% | $10,280-98.3% | $6,260-97.2% |