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 3-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 | $21,408 | $110,261-80.6% | $95,745-77.6% | $139,434-84.6% |
| Participation rate | 50.0% | 75.8%-25.8pp | 72.3%-22.3pp | 80.3%-30.3pp |
| Annual return | 18.58% | 27.11%-8.5pp | 28.35%-9.8pp | 372.94%-354.4pp |
| Employer contribution / active EE | $167 | $3,257-94.9% | $2,835-94.1% | $4,751-96.5% |
| Participant deferral / active EE | $833 | $4,676-82.2% | $4,245-80.4% | $6,710-87.6% |
| Admin fee / account holder | $9 | $6,613-99.9% | $5,678-99.8% | $11,403-99.9% |