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 10-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 | $83,174 | $73,933+12.5% | $96,683-14.0% | $75,163+10.7% |
| Participation rate | 25.6% | 66.4%-40.8pp | 74.3%-48.7pp | 67.2%-41.6pp |
| Annual return | 15.37% | 26.70%-11.3pp | 35.69%-20.3pp | 160.62%-145.2pp |
| Employer contribution / active EE | $583 | $2,928-80.1% | $3,737-84.4% | $2,670-78.2% |
| Participant deferral / active EE | $1,898 | $3,659-48.1% | $4,878-61.1% | $4,125-54.0% |
| Admin fee / account holder | $151 | $5,216-97.1% | $6,730-97.7% | $5,651-97.3% |