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 | $28,596 | $52,681-45.7% | $75,781-62.3% | $59,632-52.0% |
| Participation rate | 28.8% | 67.2%-38.4pp | 75.8%-47.0pp | 68.7%-39.9pp |
| Annual return | 2.44% | 2.95%-0.5pp | 9.68%-7.2pp | 2041.28%-2038.8pp |
| Employer contribution / active EE | $140 | $2,193-93.6% | $3,323-95.8% | $2,203-93.6% |
| Participant deferral / active EE | $1,248 | $2,591-51.8% | $3,651-65.8% | $3,192-60.9% |
| Admin fee / account holder | $139 | $3,610-96.2% | $5,299-97.4% | $4,297-96.8% |