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 5-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 | $32,094 | $114,381-71.9% | $107,525-70.2% | $142,382-77.5% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.1%-25.1pp | 80.1%-30.1pp |
| Annual return | 66.21% | 242.71%-176.5pp | 181.32%-115.1pp | 217.08%-150.9pp |
| Employer contribution / active EE | $693 | $4,015-82.7% | $3,754-81.5% | $4,299-83.9% |
| Participant deferral / active EE | $1,502 | $5,564-73.0% | $5,116-70.6% | $6,507-76.9% |
| Admin fee / account holder | $34 | $9,860-99.7% | $8,919-99.6% | $12,624-99.7% |