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 | $152,784 | $69,207+120.8% | $64,056+138.5% | $139,434+9.6% |
| Participation rate | 16.7% | 75.6%-58.9pp | 72.3%-55.6pp | 80.3%-63.7pp |
| Annual return | 14.48% | 45.88%-31.4pp | 33.69%-19.2pp | 372.94%-358.5pp |
| Employer contribution / active EE | $311 | $3,182-90.2% | $2,747-88.7% | $4,751-93.4% |
| Participant deferral / active EE | $2,652 | $4,682-43.3% | $3,880-31.6% | $6,710-60.5% |
| Admin fee / account holder | $15 | $4,244-99.6% | $3,068-99.5% | $11,403-99.9% |