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 | $3,833 | $68,097-94.4% | $62,929-93.9% | $137,256-97.2% |
| Participation rate | 61.1% | 77.4%-16.3pp | 73.1%-12.0pp | 80.0%-18.8pp |
| Annual return | 16.03% | 1859.11%-1843.1pp | 1063.93%-1047.9pp | 220.34%-204.3pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $836 | $4,553-81.6% | $3,888-78.5% | $6,407-86.9% |
| Admin fee / account holder | $47 | $6,521-99.3% | $5,065-99.1% | $12,270-99.6% |