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 | $24,337 | $53,127-54.2% | $86,590-71.9% | $70,131-65.3% |
| Participation rate | 31.4% | 65.3%-33.9pp | 73.5%-42.1pp | 69.5%-38.1pp |
| Annual return | 15.66% | 27.66%-12.0pp | 964.84%-949.2pp | 73.14%-57.5pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $849 | $2,696-68.5% | $3,609-76.5% | $3,332-74.5% |
| Admin fee / account holder | $172 | $3,585-95.2% | $4,906-96.5% | $4,645-96.3% |