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 | $29,247 | $77,634-62.3% | $156,549-81.3% | $62,891-53.5% |
| Participation rate | 47.1% | 71.2%-24.1pp | 84.0%-37.0pp | 69.3%-22.2pp |
| Annual return | 10.10% | 50.32%-40.2pp | 32.23%-22.1pp | 20.14%-10.0pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,173 | $3,045-61.5% | $4,871-75.9% | $3,203-63.4% |
| Admin fee / account holder | $87 | $5,561-98.4% | $13,027-99.3% | $4,296-98.0% |