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 | $75,591 | $93,346-19.0% | $71,796+5.3% | $273,961-72.4% |
| Participation rate | 22.2% | 76.5%-54.3pp | 69.1%-46.9pp | 83.0%-60.8pp |
| Annual return | 1300.38% | 130.39%+1170.0pp | 78.04%+1222.3pp | 41.45%+1258.9pp |
| Employer contribution / active EE | $184 | $2,733-93.3% | $1,924-90.4% | $4,869-96.2% |
| Participant deferral / active EE | $777 | $3,475-77.6% | $2,794-72.2% | $5,287-85.3% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,132-100.0% |