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 | $22,660 | $58,851-61.5% | $115,157-80.3% | $72,985-69.0% |
| Participation rate | 24.6% | 65.5%-41.0pp | 75.9%-51.3pp | 69.5%-44.9pp |
| Annual return | 19.68% | 23.16%-3.5pp | 35.60%-15.9pp | 81.00%-61.3pp |
| Employer contribution / active EE | $62 | $1,798-96.5% | $3,179-98.0% | $2,440-97.4% |
| Participant deferral / active EE | $1,043 | $2,643-60.5% | $4,168-75.0% | $3,607-71.1% |
| Admin fee / account holder | $234 | $6,370-96.3% | $7,088-96.7% | $5,124-95.4% |