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 7-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 | $53,052 | $31,310+69.4% | $53,898-1.6% | $74,304-28.6% |
| Participation rate | 13.8% | 30.7%-16.9pp | 55.0%-41.2pp | 60.3%-46.6pp |
| Annual return | 17.12% | 23.16%-6.0pp | 528.60%-511.5pp | 29.43%-12.3pp |
| Employer contribution / active EE | $34 | $450-92.5% | $932-96.4% | $2,241-98.5% |
| Participant deferral / active EE | $655 | $934-29.9% | $1,826-64.1% | $3,767-82.6% |
| Admin fee / account holder | $226 | $2,175-89.6% | $2,491-90.9% | $2,969-92.4% |