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 | $36,644 | $76,000-51.8% | $154,107-76.2% | $64,186-42.9% |
| Participation rate | 30.6% | 70.4%-39.9pp | 83.0%-52.5pp | 69.6%-39.0pp |
| Annual return | 3.50% | 30.32%-26.8pp | 735.12%-731.6pp | 7.63%-4.1pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,158 | $3,175-63.5% | $5,081-77.2% | $3,470-66.6% |
| Admin fee / account holder | $194 | $5,596-96.5% | $13,411-98.6% | $4,888-96.0% |