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 | $120,262 | $111,724+7.6% | $93,606+28.5% | $145,922-17.6% |
| Participation rate | 40.0% | 74.2%-34.2pp | 68.7%-28.7pp | 80.3%-40.3pp |
| Annual return | 20.92% | 202.98%-182.1pp | 133.20%-112.3pp | 561.29%-540.4pp |
| Employer contribution / active EE | $476 | $3,090-84.6% | $2,420-80.3% | $4,660-89.8% |
| Participant deferral / active EE | $1,814 | $4,912-63.1% | $4,411-58.9% | $6,688-72.9% |
| Admin fee / account holder | $27 | $10,250-99.7% | $8,285-99.7% | $13,397-99.8% |