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 | $24,524 | $83,337-70.6% | $67,834-63.8% | $273,961-91.0% |
| Participation rate | 43.8% | 76.4%-32.7pp | 68.8%-25.0pp | 83.0%-39.3pp |
| Annual return | 6.63% | 259.45%-252.8pp | 138.47%-131.8pp | 41.45%-34.8pp |
| Employer contribution / active EE | $337 | $3,287-89.7% | $2,403-86.0% | $4,869-93.1% |
| Participant deferral / active EE | $1,685 | $4,088-58.8% | $3,160-46.7% | $5,287-68.1% |
| Admin fee / account holder | $260 | $6,752-96.1% | $4,622-94.4% | $10,132-97.4% |