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 | $40,383 | $63,346-36.3% | $92,233-56.2% | $70,131-42.4% |
| Participation rate | 51.6% | 68.7%-17.1pp | 76.5%-24.9pp | 69.5%-17.9pp |
| Annual return | 18.70% | 530.12%-511.4pp | 176.28%-157.6pp | 73.14%-54.4pp |
| Employer contribution / active EE | $446 | $2,471-82.0% | $3,679-87.9% | $2,342-81.0% |
| Participant deferral / active EE | $1,614 | $2,854-43.4% | $3,897-58.6% | $3,332-51.5% |
| Admin fee / account holder | $155 | $3,840-96.0% | $5,194-97.0% | $4,645-96.7% |