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 5-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 | $25,708 | $159,934-83.9% | $147,005-82.5% | $145,959-82.4% |
| Participation rate | 42.9% | 84.0%-41.1pp | 82.2%-39.3pp | 80.3%-37.4pp |
| Annual return | 18.38% | 98.24%-79.9pp | 418.76%-400.4pp | 561.95%-543.6pp |
| Employer contribution / active EE | $1,024 | $5,287-80.6% | $4,934-79.3% | $4,661-78.0% |
| Participant deferral / active EE | $4,264 | $8,427-49.4% | $8,070-47.2% | $6,689-36.2% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |