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 4-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 | $21,364 | $105,126-79.7% | $94,646-77.4% | $139,434-84.7% |
| Participation rate | 55.6% | 82.4%-26.8pp | 80.8%-25.3pp | 80.3%-24.8pp |
| Annual return | 25.73% | 38.03%-12.3pp | 156.71%-131.0pp | 372.94%-347.2pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,672-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $3,524 | $7,599-53.6% | $7,418-52.5% | $6,710-47.5% |
| Admin fee / account holder | $132 | $8,984-98.5% | $7,231-98.2% | $11,403-98.8% |