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 | $53,629 | $105,998-49.4% | $92,233-41.9% | $147,584-63.7% |
| Participation rate | 12.5% | 80.4%-67.9pp | 76.5%-64.0pp | 82.8%-70.3pp |
| Annual return | 18.46% | 50.05%-31.6pp | 176.28%-157.8pp | 578.55%-560.1pp |
| Employer contribution / active EE | $299 | $4,333-93.1% | $3,679-91.9% | $4,876-93.9% |
| Participant deferral / active EE | $1,383 | $4,478-69.1% | $3,897-64.5% | $5,439-74.6% |
| Admin fee / account holder | $159 | $6,332-97.5% | $5,194-96.9% | $10,885-98.5% |