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 | $77,226 | $99,341-22.3% | $84,750-8.9% | $273,961-71.8% |
| Participation rate | 42.9% | 80.7%-37.8pp | 76.6%-33.7pp | 83.0%-40.2pp |
| Annual return | 4.16% | 22.93%-18.8pp | 22.78%-18.6pp | 41.45%-37.3pp |
| Employer contribution / active EE | $290 | $4,214-93.1% | $3,574-91.9% | $4,869-94.0% |
| Participant deferral / active EE | $3,226 | $4,269-24.4% | $3,712-13.1% | $5,287-39.0% |
| Admin fee / account holder | $216 | $6,644-96.7% | $5,332-95.9% | $10,132-97.9% |