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 | $237,658 | $74,927+217.2% | $101,794+133.5% | $84,808+180.2% |
| Participation rate | 34.4% | 61.4%-27.0pp | 69.2%-34.8pp | 68.3%-33.9pp |
| Annual return | 16.38% | 18.70%-2.3pp | 30.53%-14.2pp | 40.90%-24.5pp |
| Employer contribution / active EE | $306 | $1,522-79.9% | $2,289-86.6% | $2,631-88.4% |
| Participant deferral / active EE | $4,043 | $3,099+30.5% | $4,084-1.0% | $4,212-4.0% |
| Admin fee / account holder | $5 | $6,514-99.9% | $8,777-99.9% | $7,344-99.9% |