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 | $60,210 | $84,233-28.5% | $170,442-64.7% | $70,131-14.1% |
| Participation rate | 43.2% | 70.8%-27.6pp | 83.6%-40.4pp | 69.5%-26.3pp |
| Annual return | 19.48% | 23.06%-3.6pp | 205.93%-186.4pp | 73.14%-53.7pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $5,980 | $3,086+93.8% | $4,939+21.1% | $3,332+79.5% |
| Admin fee / account holder | $240 | $5,698-95.8% | $13,880-98.3% | $4,645-94.8% |