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 | $41,992 | $177,572-76.4% | $154,803-72.9% | $142,382-70.5% |
| Participation rate | 33.3% | 82.1%-48.7pp | 78.1%-44.7pp | 80.1%-46.8pp |
| Annual return | 30.00% | 65.07%-35.1pp | 58.88%-28.9pp | 217.08%-187.1pp |
| Employer contribution / active EE | $516 | $4,810-89.3% | $4,305-88.0% | $4,299-88.0% |
| Participant deferral / active EE | $10,388 | $6,272+65.6% | $5,540+87.5% | $6,507+59.6% |
| Admin fee / account holder | $83 | $16,786-99.5% | $14,329-99.4% | $12,624-99.3% |