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 | $12,551 | $60,124-79.1% | $90,404-86.1% | $79,858-84.3% |
| Participation rate | 30.0% | 65.0%-35.0pp | 72.7%-42.7pp | 69.6%-39.6pp |
| Annual return | 36.16% | 71.94%-35.8pp | 1293.02%-1256.9pp | 31.71%+4.4pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,381 | $2,938-19.0% | $3,963-39.9% | $3,740-36.3% |
| Admin fee / account holder | $54 | $3,976-98.6% | $5,611-99.0% | $5,306-99.0% |