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 6-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 | $11,960 | $51,576-76.8% | $129,207-90.7% | $80,856-85.2% |
| Participation rate | 57.5% | 57.0%+0.5pp | 69.6%-12.1pp | 67.6%-10.1pp |
| Annual return | 26.53% | 20.81%+5.7pp | 9417.33%-9390.8pp | 35.59%-9.1pp |
| Employer contribution / active EE | $263 | $1,584-83.4% | $4,153-93.7% | $2,755-90.4% |
| Participant deferral / active EE | $746 | $2,669-72.0% | $4,168-82.1% | $4,296-82.6% |
| Admin fee / account holder | $0 | $4,305-100.0% | $7,715-100.0% | $6,918-100.0% |