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 | $36,679 | $112,881-67.5% | $90,951-59.7% | $158,922-76.9% |
| Participation rate | 37.5% | 74.7%-37.2pp | 69.0%-31.5pp | 82.0%-44.5pp |
| Annual return | 23.28% | 215.79%-192.5pp | 134.60%-111.3pp | 302.83%-279.5pp |
| Employer contribution / active EE | $316 | $2,893-89.1% | $2,122-85.1% | $4,761-93.4% |
| Participant deferral / active EE | $1,229 | $4,128-70.2% | $3,373-63.6% | $5,982-79.5% |
| Admin fee / account holder | $157 | $8,041-98.1% | $5,959-97.4% | $11,246-98.6% |