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 | $47,106 | $150,440-68.7% | $136,294-65.4% | $147,584-68.1% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 12.69% | 1049.08%-1036.4pp | 5155.94%-5143.2pp | 578.55%-565.9pp |
| Employer contribution / active EE | $534 | $5,256-89.8% | $4,695-88.6% | $4,876-89.1% |
| Participant deferral / active EE | $3,096 | $6,630-53.3% | $6,247-50.4% | $5,439-43.1% |
| Admin fee / account holder | $100 | $10,905-99.1% | $9,243-98.9% | $10,885-99.1% |