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 8-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 | $44,190 | $107,334-58.8% | $92,893-52.4% | $152,861-71.1% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.4%-15.8pp |
| Annual return | 23.88% | 145.58%-121.7pp | 109.41%-85.5pp | 345.32%-321.4pp |
| Employer contribution / active EE | $9 | $4,221-99.8% | $3,653-99.7% | $4,762-99.8% |
| Participant deferral / active EE | $10,927 | $4,845+125.6% | $4,236+158.0% | $5,850+86.8% |
| Admin fee / account holder | $165 | $7,079-97.7% | $5,794-97.2% | $11,596-98.6% |