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 | $68,072 | $115,770-41.2% | $101,248-32.8% | $158,922-57.2% |
| Participation rate | 56.3% | 79.4%-23.1pp | 75.8%-19.6pp | 82.0%-25.7pp |
| Annual return | 17.06% | 56.14%-39.1pp | 46.47%-29.4pp | 302.83%-285.8pp |
| Employer contribution / active EE | $593 | $4,175-85.8% | $3,660-83.8% | $4,761-87.5% |
| Participant deferral / active EE | $2,191 | $4,957-55.8% | $4,370-49.9% | $5,982-63.4% |
| Admin fee / account holder | $180 | $7,245-97.5% | $5,945-97.0% | $11,246-98.4% |