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 | $24,807 | $39,019-36.4% | $80,716-69.3% | $85,850-71.1% |
| Participation rate | 23.1% | 41.5%-18.5pp | 54.2%-31.1pp | 69.3%-46.2pp |
| Annual return | 18.12% | 26.27%-8.2pp | 87.28%-69.2pp | 318.53%-300.4pp |
| Employer contribution / active EE | $44 | $722-94.0% | $1,160-96.2% | $2,565-98.3% |
| Participant deferral / active EE | $370 | $1,326-72.1% | $2,146-82.8% | $3,952-90.6% |
| Admin fee / account holder | $111 | $2,431-95.5% | $3,380-96.7% | $6,260-98.2% |