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 | $24,188 | $81,248-70.2% | $155,509-84.4% | $80,856-70.1% |
| Participation rate | 21.4% | 66.2%-44.8pp | 78.2%-56.8pp | 67.6%-46.2pp |
| Annual return | 10.95% | 33.31%-22.4pp | 64.67%-53.7pp | 35.59%-24.6pp |
| Employer contribution / active EE | $244 | $3,100-92.1% | $4,672-94.8% | $2,755-91.1% |
| Participant deferral / active EE | $1,209 | $3,452-65.0% | $5,626-78.5% | $4,296-71.8% |
| Admin fee / account holder | $148 | $7,997-98.2% | $15,912-99.1% | $6,918-97.9% |