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 | $72,665 | $88,707-18.1% | $74,183-2.0% | $273,961-73.5% |
| Participation rate | 68.4% | 79.4%-11.0pp | 76.6%-8.2pp | 83.0%-14.6pp |
| Annual return | 12.18% | 11.94%+0.2pp | 17.74%-5.6pp | 41.45%-29.3pp |
| Employer contribution / active EE | $295 | $3,159-90.7% | $2,370-87.5% | $4,869-93.9% |
| Participant deferral / active EE | $1,389 | $4,212-67.0% | $3,550-60.9% | $5,287-73.7% |
| Admin fee / account holder | $218 | $8,717-97.5% | $5,586-96.1% | $10,132-97.8% |