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 | $44,693 | $144,119-69.0% | $117,854-62.1% | $147,584-69.7% |
| Participation rate | 68.8% | 83.4%-14.7pp | 79.7%-10.9pp | 82.8%-14.1pp |
| Annual return | 10.44% | 531.15%-520.7pp | 335.08%-324.6pp | 578.55%-568.1pp |
| Employer contribution / active EE | $0 | $4,896-100.0% | $3,786-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,864 | $5,316-64.9% | $4,482-58.4% | $5,439-65.7% |
| Admin fee / account holder | $229 | $10,886-97.9% | $8,020-97.1% | $10,885-97.9% |