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 3-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 | $12,654 | $111,724-88.7% | $93,606-86.5% | $145,922-91.3% |
| Participation rate | 22.2% | 74.2%-52.0pp | 68.7%-46.5pp | 80.3%-58.1pp |
| Annual return | 19.81% | 202.98%-183.2pp | 133.20%-113.4pp | 561.29%-541.5pp |
| Employer contribution / active EE | $223 | $3,090-92.8% | $2,420-90.8% | $4,660-95.2% |
| Participant deferral / active EE | $1,465 | $4,912-70.2% | $4,411-66.8% | $6,688-78.1% |
| Admin fee / account holder | $95 | $10,250-99.1% | $8,285-98.9% | $13,397-99.3% |