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 7-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 | $30,970 | $202,318-84.7% | $172,739-82.1% | $152,861-79.7% |
| Participation rate | 55.0% | 87.1%-32.1pp | 82.6%-27.6pp | 82.4%-27.4pp |
| Annual return | 861.45% | 1029.65%-168.2pp | 802.84%+58.6pp | 345.32%+516.1pp |
| Employer contribution / active EE | $417 | $5,856-92.9% | $5,143-91.9% | $4,762-91.3% |
| Participant deferral / active EE | $2,256 | $5,948-62.1% | $5,198-56.6% | $5,850-61.4% |
| Admin fee / account holder | $188 | $17,109-98.9% | $13,954-98.7% | $11,596-98.4% |