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 | $4,916 | $31,310-84.3% | $53,898-90.9% | $74,304-93.4% |
| Participation rate | 13.1% | 30.7%-17.6pp | 55.0%-41.8pp | 60.3%-47.2pp |
| Annual return | 19.96% | 23.16%-3.2pp | 528.60%-508.6pp | 29.43%-9.5pp |
| Employer contribution / active EE | $0 | $450-100.0% | $932-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $245 | $934-73.8% | $1,826-86.6% | $3,767-93.5% |
| Admin fee / account holder | $153 | $2,175-93.0% | $2,491-93.9% | $2,969-94.9% |