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 | $183,533 | $101,724+80.4% | $164,813+11.4% | $80,856+127.0% |
| Participation rate | 26.8% | 71.8%-45.0pp | 78.6%-51.8pp | 67.6%-40.8pp |
| Annual return | 14.53% | 16.72%-2.2pp | 69.93%-55.4pp | 35.59%-21.1pp |
| Employer contribution / active EE | $770 | $2,953-73.9% | $4,341-82.3% | $2,755-72.0% |
| Participant deferral / active EE | $2,211 | $4,477-50.6% | $6,031-63.3% | $4,296-48.5% |
| Admin fee / account holder | $0 | $8,227-100.0% | $12,690-100.0% | $6,918-100.0% |