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 | $66,692 | $52,279+27.6% | $89,391-25.4% | $79,858-16.5% |
| Participation rate | 25.0% | 57.5%-32.5pp | 68.0%-43.0pp | 69.6%-44.6pp |
| Annual return | 15.13% | 22.16%-7.0pp | 245.62%-230.5pp | 31.71%-16.6pp |
| Employer contribution / active EE | $201 | $1,572-87.2% | $2,586-92.2% | $2,471-91.9% |
| Participant deferral / active EE | $907 | $2,740-66.9% | $3,890-76.7% | $3,740-75.8% |
| Admin fee / account holder | $25 | $3,356-99.3% | $4,881-99.5% | $5,306-99.5% |