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 | $38,256 | $99,079-61.4% | $77,999-51.0% | $273,961-86.0% |
| Participation rate | 58.3% | 78.6%-20.2pp | 75.5%-17.2pp | 83.0%-24.7pp |
| Annual return | 9.35% | 217.93%-208.6pp | 425.96%-416.6pp | 41.45%-32.1pp |
| Employer contribution / active EE | $0 | $3,308-100.0% | $2,470-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,559 | $4,306-63.8% | $3,497-55.4% | $5,287-70.5% |
| Admin fee / account holder | $26 | $8,954-99.7% | $5,480-99.5% | $10,132-99.7% |