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 7-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 | $11,081 | $88,751-87.5% | $81,812-86.5% | $145,922-92.4% |
| Participation rate | 69.6% | 75.0%-5.5pp | 72.3%-2.8pp | 80.3%-10.7pp |
| Annual return | 16.19% | 1025.40%-1009.2pp | 773.79%-757.6pp | 561.29%-545.1pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,912-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $4,521 | $4,643-2.6% | $4,319+4.7% | $6,688-32.4% |
| Admin fee / account holder | $264 | $8,415-96.9% | $7,386-96.4% | $13,397-98.0% |