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 | $12,038 | $114,381-89.5% | $107,525-88.8% | $142,382-91.5% |
| Participation rate | 63.2% | 78.1%-15.0pp | 75.1%-11.9pp | 80.1%-17.0pp |
| Annual return | 14.85% | 242.71%-227.9pp | 181.32%-166.5pp | 217.08%-202.2pp |
| Employer contribution / active EE | $455 | $4,015-88.7% | $3,754-87.9% | $4,299-89.4% |
| Participant deferral / active EE | $1,933 | $5,564-65.3% | $5,116-62.2% | $6,507-70.3% |
| Admin fee / account holder | $216 | $9,860-97.8% | $8,919-97.6% | $12,624-98.3% |