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 8-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 | $42,888 | $107,334-60.0% | $92,893-53.8% | $152,861-71.9% |
| Participation rate | 25.0% | 79.8%-54.8pp | 76.0%-51.0pp | 82.4%-57.4pp |
| Annual return | 28.81% | 145.58%-116.8pp | 109.41%-80.6pp | 345.32%-316.5pp |
| Employer contribution / active EE | $546 | $4,221-87.1% | $3,653-85.0% | $4,762-88.5% |
| Participant deferral / active EE | $3,878 | $4,845-20.0% | $4,236-8.5% | $5,850-33.7% |
| Admin fee / account holder | $20 | $7,079-99.7% | $5,794-99.7% | $11,596-99.8% |