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 | $53,057 | $99,079-46.4% | $77,999-32.0% | $273,961-80.6% |
| Participation rate | 47.4% | 78.6%-31.2pp | 75.5%-28.2pp | 83.0%-35.6pp |
| Annual return | 3.81% | 217.93%-214.1pp | 425.96%-422.2pp | 41.45%-37.6pp |
| Employer contribution / active EE | $253 | $3,308-92.4% | $2,470-89.8% | $4,869-94.8% |
| Participant deferral / active EE | $2,393 | $4,306-44.4% | $3,497-31.6% | $5,287-54.7% |
| Admin fee / account holder | $0 | $8,954-100.0% | $5,480-100.0% | $10,132-100.0% |