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 | $50,391 | $198,466-74.6% | $170,442-70.4% | $147,584-65.9% |
| Participation rate | 60.0% | 88.0%-28.0pp | 83.6%-23.6pp | 82.8%-22.8pp |
| Annual return | 16.88% | 257.29%-240.4pp | 205.93%-189.0pp | 578.55%-561.7pp |
| Employer contribution / active EE | $1,281 | $6,184-79.3% | $5,433-76.4% | $4,876-73.7% |
| Participant deferral / active EE | $4,508 | $5,629-19.9% | $4,939-8.7% | $5,439-17.1% |
| Admin fee / account holder | $124 | $16,852-99.3% | $13,880-99.1% | $10,885-98.9% |