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 | $31,048 | $76,000-59.1% | $154,107-79.9% | $64,186-51.6% |
| Participation rate | 17.2% | 70.4%-53.2pp | 83.0%-65.8pp | 69.6%-52.4pp |
| Annual return | -7.83% | 30.32%-38.1pp | 735.12%-742.9pp | 7.63%-15.5pp |
| Employer contribution / active EE | $379 | $3,351-88.7% | $5,298-92.8% | $2,381-84.1% |
| Participant deferral / active EE | $1,128 | $3,175-64.5% | $5,081-77.8% | $3,470-67.5% |
| Admin fee / account holder | $82 | $5,596-98.5% | $13,411-99.4% | $4,888-98.3% |