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 7-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,167 | $58,577-70.7% | $83,333-79.4% | $64,186-73.3% |
| Participation rate | 51.6% | 72.0%-20.4pp | 77.8%-26.1pp | 69.6%-18.0pp |
| Annual return | 0.00% | 9.65%-9.6pp | 10.63%-10.6pp | 7.63%-7.6pp |
| Employer contribution / active EE | $828 | $2,098-60.5% | $3,379-75.5% | $2,381-65.2% |
| Participant deferral / active EE | $1,487 | $4,654-68.1% | $5,565-73.3% | $3,470-57.1% |
| Admin fee / account holder | $11 | $9,275-99.9% | $7,510-99.9% | $4,888-99.8% |