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 | $68,283 | $63,114+8.2% | $92,893-26.5% | $65,185+4.8% |
| Participation rate | 34.3% | 68.8%-34.5pp | 76.0%-41.7pp | 70.2%-35.9pp |
| Annual return | 20.01% | 28.75%-8.7pp | 109.41%-89.4pp | 29.38%-9.4pp |
| Employer contribution / active EE | $542 | $2,571-78.9% | $3,653-85.2% | $2,177-75.1% |
| Participant deferral / active EE | $2,287 | $3,108-26.4% | $4,236-46.0% | $3,514-34.9% |
| Admin fee / account holder | $78 | $624-87.5% | $5,794-98.7% | $847-90.8% |