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 | $106,386 | $144,119-26.2% | $117,854-9.7% | $147,584-27.9% |
| Participation rate | 21.4% | 83.4%-62.0pp | 79.7%-58.2pp | 82.8%-61.4pp |
| Annual return | 20.86% | 531.15%-510.3pp | 335.08%-314.2pp | 578.55%-557.7pp |
| Employer contribution / active EE | $380 | $4,896-92.2% | $3,786-90.0% | $4,876-92.2% |
| Participant deferral / active EE | $3,535 | $5,316-33.5% | $4,482-21.1% | $5,439-35.0% |
| Admin fee / account holder | $0 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |