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 | $50,466 | $73,933-31.7% | $96,683-47.8% | $75,163-32.9% |
| Participation rate | 41.7% | 66.4%-24.8pp | 74.3%-32.7pp | 67.2%-25.5pp |
| Annual return | 16.70% | 26.70%-10.0pp | 35.69%-19.0pp | 160.62%-143.9pp |
| Employer contribution / active EE | $94 | $2,928-96.8% | $3,737-97.5% | $2,670-96.5% |
| Participant deferral / active EE | $1,949 | $3,659-46.7% | $4,878-60.0% | $4,125-52.8% |
| Admin fee / account holder | $265 | $5,216-94.9% | $6,730-96.1% | $5,651-95.3% |