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 6-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 | $24,712 | $115,770-78.7% | $101,248-75.6% | $158,922-84.5% |
| Participation rate | 40.0% | 79.4%-39.4pp | 75.8%-35.8pp | 82.0%-42.0pp |
| Annual return | 41.90% | 56.14%-14.2pp | 46.47%-4.6pp | 302.83%-260.9pp |
| Employer contribution / active EE | $480 | $4,175-88.5% | $3,660-86.9% | $4,761-89.9% |
| Participant deferral / active EE | $4,267 | $4,957-13.9% | $4,370-2.4% | $5,982-28.7% |
| Admin fee / account holder | $175 | $7,245-97.6% | $5,945-97.1% | $11,246-98.4% |