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 | $38,011 | $135,952-72.0% | $123,892-69.3% | $273,961-86.1% |
| Participation rate | 66.7% | 84.1%-17.4pp | 81.4%-14.7pp | 83.0%-16.3pp |
| Annual return | 4.96% | 56.63%-51.7pp | 47.52%-42.6pp | 41.45%-36.5pp |
| Employer contribution / active EE | -$2,237 | $5,170-143.3% | $4,617-148.4% | $4,869-145.9% |
| Participant deferral / active EE | $7,556 | $6,343+19.1% | $5,984+26.3% | $5,287+42.9% |
| Admin fee / account holder | $24 | $9,817-99.8% | $8,357-99.7% | $10,132-99.8% |