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 10-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 | $22,598 | $91,037-75.2% | $71,671-68.5% | $147,584-84.7% |
| Participation rate | 25.0% | 76.1%-51.1pp | 68.7%-43.7pp | 82.8%-57.8pp |
| Annual return | 19.21% | 20.48%-1.3pp | 20.65%-1.4pp | 578.55%-559.3pp |
| Employer contribution / active EE | $122 | $3,327-96.3% | $2,460-95.0% | $4,876-97.5% |
| Participant deferral / active EE | $4,899 | $4,498+8.9% | $3,438+42.5% | $5,439-9.9% |
| Admin fee / account holder | $0 | $8,613-100.0% | $5,558-100.0% | $10,885-100.0% |