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 | $80,417 | $78,672+2.2% | $109,143-26.3% | $85,850-6.3% |
| Participation rate | 56.0% | 68.3%-12.3pp | 75.9%-19.9pp | 69.3%-13.3pp |
| Annual return | 227.86% | 25.09%+202.8pp | 25.75%+202.1pp | 318.53%-90.7pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $3,722-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,994 | $3,467-13.7% | $4,653-35.7% | $3,952-24.2% |
| Admin fee / account holder | $0 | $5,469-100.0% | $6,752-100.0% | $6,260-100.0% |