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 | $37,638 | $48,076-21.7% | $78,689-52.2% | $62,891-40.2% |
| Participation rate | 40.0% | 65.2%-25.2pp | 73.6%-33.6pp | 69.3%-29.3pp |
| Annual return | 9.49% | 31.35%-21.9pp | 62.18%-52.7pp | 20.14%-10.7pp |
| Employer contribution / active EE | $56 | $2,015-97.2% | $2,851-98.1% | $2,281-97.6% |
| Participant deferral / active EE | $1,388 | $2,588-46.4% | $3,517-60.5% | $3,203-56.7% |
| Admin fee / account holder | $144 | $3,207-95.5% | $4,510-96.8% | $4,296-96.6% |