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 | $21,824 | $73,515-70.3% | $62,995-65.4% | $147,584-85.2% |
| Participation rate | 46.2% | 77.9%-31.7pp | 74.8%-28.7pp | 82.8%-36.7pp |
| Annual return | 20.11% | 175.43%-155.3pp | 87.57%-67.5pp | 578.55%-558.4pp |
| Employer contribution / active EE | $0 | $3,320-100.0% | $2,759-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,104 | $4,185-1.9% | $3,329+23.3% | $5,439-24.5% |
| Admin fee / account holder | $121 | $5,953-98.0% | $3,600-96.6% | $10,885-98.9% |