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 8-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 | $8,685 | $45,863-81.1% | $77,024-88.7% | $68,494-87.3% |
| Participation rate | 17.9% | 55.9%-38.1pp | 67.9%-50.0pp | 67.9%-50.0pp |
| Annual return | 0.00% | 1.72%-1.7pp | 42.32%-42.3pp | -7.84%+7.8pp |
| Employer contribution / active EE | $37 | $1,650-97.8% | $2,812-98.7% | $2,596-98.6% |
| Participant deferral / active EE | $1,516 | $2,962-48.8% | $4,426-65.8% | $4,027-62.4% |
| Admin fee / account holder | $0 | $3,041-100.0% | $5,425-100.0% | $5,403-100.0% |