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 4-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 | $36,791 | $111,754-67.1% | $103,333-64.4% | $145,922-74.8% |
| Participation rate | 44.4% | 77.9%-33.5pp | 74.5%-30.1pp | 80.3%-35.8pp |
| Annual return | 15.52% | 24.77%-9.2pp | 24.88%-9.4pp | 561.29%-545.8pp |
| Employer contribution / active EE | $793 | $4,212-81.2% | $3,868-79.5% | $4,660-83.0% |
| Participant deferral / active EE | $5,405 | $5,619-3.8% | $5,057+6.9% | $6,688-19.2% |
| Admin fee / account holder | $158 | $9,750-98.4% | $8,355-98.1% | $13,397-98.8% |