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 4-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 | $50,731 | $117,983-57.0% | $101,794-50.2% | $142,382-64.4% |
| Participation rate | 55.6% | 74.2%-18.7pp | 69.2%-13.6pp | 80.1%-24.6pp |
| Annual return | 21.85% | 36.92%-15.1pp | 30.53%-8.7pp | 217.08%-195.2pp |
| Employer contribution / active EE | $340 | $2,773-87.7% | $2,289-85.1% | $4,299-92.1% |
| Participant deferral / active EE | $2,556 | $4,714-45.8% | $4,084-37.4% | $6,507-60.7% |
| Admin fee / account holder | $83 | $10,433-99.2% | $8,777-99.1% | $12,624-99.3% |