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 | $12,399 | $111,754-88.9% | $103,333-88.0% | $145,922-91.5% |
| Participation rate | 63.6% | 77.9%-14.3pp | 74.5%-10.9pp | 80.3%-16.6pp |
| Annual return | 33.06% | 24.77%+8.3pp | 24.88%+8.2pp | 561.29%-528.2pp |
| Employer contribution / active EE | $546 | $4,212-87.0% | $3,868-85.9% | $4,660-88.3% |
| Participant deferral / active EE | $7,721 | $5,619+37.4% | $5,057+52.7% | $6,688+15.5% |
| Admin fee / account holder | $68 | $9,750-99.3% | $8,355-99.2% | $13,397-99.5% |