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 3-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 | $100,160 | $114,381-12.4% | $107,525-6.8% | $142,382-29.7% |
| Participation rate | 16.7% | 78.1%-61.5pp | 75.1%-58.4pp | 80.1%-63.5pp |
| Annual return | 21.50% | 242.71%-221.2pp | 181.32%-159.8pp | 217.08%-195.6pp |
| Employer contribution / active EE | $347 | $4,015-91.4% | $3,754-90.8% | $4,299-91.9% |
| Participant deferral / active EE | $2,492 | $5,564-55.2% | $5,116-51.3% | $6,507-61.7% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |