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 | $20,172 | $48,364-58.3% | $71,796-71.9% | $62,891-67.9% |
| Participation rate | 29.6% | 60.6%-31.0pp | 69.1%-39.5pp | 69.3%-39.7pp |
| Annual return | 0.00% | 13.16%-13.2pp | 78.04%-78.0pp | 20.14%-20.1pp |
| Employer contribution / active EE | $171 | $1,042-83.6% | $1,924-91.1% | $2,281-92.5% |
| Participant deferral / active EE | $1,210 | $2,091-42.1% | $2,794-56.7% | $3,203-62.2% |
| Admin fee / account holder | $13 | $3,771-99.7% | $4,815-99.7% | $4,296-99.7% |