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 | $32,691 | $76,000-57.0% | $154,107-78.8% | $64,186-49.1% |
| Participation rate | 37.9% | 70.4%-32.5pp | 83.0%-45.1pp | 69.6%-31.6pp |
| Annual return | -4.55% | 30.32%-34.9pp | 735.12%-739.7pp | 7.63%-12.2pp |
| Employer contribution / active EE | $314 | $3,351-90.6% | $5,298-94.1% | $2,381-86.8% |
| Participant deferral / active EE | $1,029 | $3,175-67.6% | $5,081-79.7% | $3,470-70.3% |
| Admin fee / account holder | $19 | $5,596-99.7% | $13,411-99.9% | $4,888-99.6% |