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 | $30,290 | $118,450-74.4% | $98,439-69.2% | $139,434-78.3% |
| Participation rate | 20.0% | 77.4%-57.4pp | 75.2%-55.2pp | 80.3%-60.3pp |
| Annual return | 12.92% | 18.94%-6.0pp | 21.16%-8.2pp | 372.94%-360.0pp |
| Employer contribution / active EE | $0 | $3,609-100.0% | $3,048-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $3,200 | $5,392-40.7% | $4,738-32.5% | $6,710-52.3% |
| Admin fee / account holder | $267 | $14,026-98.1% | $8,948-97.0% | $11,403-97.7% |