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 7-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 | $30,075 | $112,881-73.4% | $90,951-66.9% | $158,922-81.1% |
| Participation rate | 20.0% | 74.7%-54.7pp | 69.0%-49.0pp | 82.0%-62.0pp |
| Annual return | 43.15% | 215.79%-172.6pp | 134.60%-91.4pp | 302.83%-259.7pp |
| Employer contribution / active EE | $217 | $2,893-92.5% | $2,122-89.8% | $4,761-95.4% |
| Participant deferral / active EE | $3,084 | $4,128-25.3% | $3,373-8.6% | $5,982-48.4% |
| Admin fee / account holder | $74 | $8,041-99.1% | $5,959-98.8% | $11,246-99.3% |