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 | $57,916 | $98,240-41.0% | $82,313-29.6% | $147,584-60.8% |
| Participation rate | 45.5% | 79.7%-34.3pp | 76.9%-31.4pp | 82.8%-37.4pp |
| Annual return | 17.56% | 30.85%-13.3pp | 25.88%-8.3pp | 578.55%-561.0pp |
| Employer contribution / active EE | $240 | $3,192-92.5% | $2,428-90.1% | $4,876-95.1% |
| Participant deferral / active EE | $2,010 | $4,383-54.1% | $3,706-45.8% | $5,439-63.0% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,885-100.0% |