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 | $40,117 | $104,664-61.7% | $85,682-53.2% | $167,490-76.0% |
| Participation rate | 28.6% | 76.4%-47.8pp | 69.9%-41.3pp | 82.1%-53.5pp |
| Annual return | 12.50% | 21.45%-9.0pp | 21.49%-9.0pp | 478.56%-466.1pp |
| Employer contribution / active EE | $241 | $3,337-92.8% | $2,618-90.8% | $4,837-95.0% |
| Participant deferral / active EE | $1,189 | $4,824-75.3% | $3,923-69.7% | $6,341-81.2% |
| Admin fee / account holder | $135 | $10,032-98.7% | $6,873-98.0% | $12,309-98.9% |