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 | $65,329 | $138,044-52.7% | $125,339-47.9% | $134,475-51.4% |
| Participation rate | 35.3% | 84.5%-49.2pp | 82.4%-47.1pp | 81.2%-45.9pp |
| Annual return | -20.52% | 750.33%-770.8pp | 572.05%-592.6pp | 417.96%-438.5pp |
| Employer contribution / active EE | $870 | $5,243-83.4% | $4,814-81.9% | $4,740-81.6% |
| Participant deferral / active EE | $2,825 | $7,799-63.8% | $7,446-62.1% | $6,400-55.9% |
| Admin fee / account holder | $99 | $11,571-99.1% | $10,010-99.0% | $11,426-99.1% |