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 | $40,667 | $153,772-73.6% | $133,980-69.6% | $273,961-85.2% |
| Participation rate | 58.3% | 88.4%-30.0pp | 87.1%-28.7pp | 83.0%-24.7pp |
| Annual return | 9.15% | 36.51%-27.4pp | 29.30%-20.2pp | 41.45%-32.3pp |
| Employer contribution / active EE | $478 | $6,029-92.1% | $5,211-90.8% | $4,869-90.2% |
| Participant deferral / active EE | $3,786 | $6,958-45.6% | $6,282-39.7% | $5,287-28.4% |
| Admin fee / account holder | $193 | $11,765-98.4% | $9,324-97.9% | $10,132-98.1% |