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 | $0 | $49,915-100.0% | $154,803-100.0% | $74,304-100.0% |
| Participation rate | 0.0% | 54.0%-54.0pp | 78.1%-78.1pp | 60.3%-60.3pp |
| Annual return | 16.67% | 34.06%-17.4pp | 58.88%-42.2pp | 29.43%-12.8pp |
| Employer contribution / active EE | $112 | $1,611-93.0% | $4,305-97.4% | $2,241-95.0% |
| Participant deferral / active EE | $1,022 | $2,255-54.7% | $5,540-81.5% | $3,767-72.9% |
| Admin fee / account holder | $0 | $2,189-100.0% | $14,329-100.0% | $2,969-100.0% |