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 4-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 | $23,928 | $95,266-74.9% | $82,389-71.0% | $142,382-83.2% |
| Participation rate | 37.5% | 74.5%-37.0pp | 69.5%-32.0pp | 80.1%-42.6pp |
| Annual return | 23.41% | 25.74%-2.3pp | 28.67%-5.3pp | 217.08%-193.7pp |
| Employer contribution / active EE | $349 | $2,991-88.3% | $2,517-86.1% | $4,299-91.9% |
| Participant deferral / active EE | $3,030 | $4,809-37.0% | $4,155-27.1% | $6,507-53.4% |
| Admin fee / account holder | $18 | $8,563-99.8% | $7,231-99.7% | $12,624-99.9% |