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 | $29,597 | $124,185-76.2% | $108,410-72.7% | $167,490-82.3% |
| Participation rate | 47.1% | 82.3%-35.2pp | 80.1%-33.1pp | 82.1%-35.0pp |
| Annual return | 16.86% | 1379.64%-1362.8pp | 905.27%-888.4pp | 478.56%-461.7pp |
| Employer contribution / active EE | $291 | $4,187-93.1% | $3,558-91.8% | $4,837-94.0% |
| Participant deferral / active EE | $4,346 | $6,908-37.1% | $6,563-33.8% | $6,341-31.5% |
| Admin fee / account holder | $12 | $9,455-99.9% | $7,295-99.8% | $12,309-99.9% |