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 | $41,867 | $104,974-60.1% | $95,585-56.2% | $142,382-70.6% |
| Participation rate | 12.5% | 75.0%-62.5pp | 72.1%-59.6pp | 80.1%-67.6pp |
| Annual return | 17.81% | 210.33%-192.5pp | 38.56%-20.7pp | 217.08%-199.3pp |
| Employer contribution / active EE | $0 | $2,779-100.0% | $2,527-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,700 | $4,352-38.0% | $4,023-32.9% | $6,507-58.5% |
| Admin fee / account holder | $20 | $6,386-99.7% | $6,127-99.7% | $12,624-99.8% |