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 | $55,981 | $84,233-33.5% | $170,442-67.2% | $70,131-20.2% |
| Participation rate | 32.3% | 70.8%-38.6pp | 83.6%-51.3pp | 69.5%-37.3pp |
| Annual return | 101.45% | 23.06%+78.4pp | 205.93%-104.5pp | 73.14%+28.3pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,630 | $3,086-14.8% | $4,939-46.8% | $3,332-21.1% |
| Admin fee / account holder | $269 | $5,698-95.3% | $13,880-98.1% | $4,645-94.2% |